-26.8%
UPS vs DOV
+38.7%
-65.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.5% | -0.4% |
| 7D | -3.7% | +1.3% | -5.0% | -4.3% |
| 30D | -3.7% | -8.6% | +4.9% | +0.5% |
| 3M | -6.6% | -13.1% | +6.6% | -0.2% |
| 6M | +2.6% | -8.8% | +11.4% | +6.9% |
| YTD | +4.8% | -1.2% | +6.0% | +5.2% |
| 1Y | +25.3% | +10.7% | +14.6% | +19.1% |
| All | -26.8% | +38.7% | -65.5% | -42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling