+36.0%
UPS vs DOV
+296.6%
-260.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.8% |
| 7D | -3.4% | -1.9% | -1.5% | -2.5% |
| 30D | -2.7% | -9.9% | +7.1% | +2.3% |
| 3M | -1.6% | -12.1% | +10.5% | +4.5% |
| 6M | +2.3% | -10.4% | +12.8% | +7.6% |
| YTD | +5.6% | -3.3% | +8.9% | +6.8% |
| 1Y | +27.1% | +7.8% | +19.3% | +21.6% |
| 3Y | -26.3% | +36.3% | -62.6% | -38.5% |
| 5Y | -34.5% | +14.8% | -49.3% | -41.4% |
| All | +36.0% | +296.6% | -260.7% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling