-34.4%
UPS vs DOV
+29.5%
-63.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.1% |
| 7D | -0.6% | +3.4% | -4.0% | -2.4% |
| 30D | +16.4% | +8.8% | +7.6% | +11.0% |
| 3M | +7.9% | +0.9% | +7.0% | +7.1% |
| 6M | +15.8% | -2.8% | +18.7% | +17.0% |
| YTD | +16.6% | +8.1% | +8.5% | +10.8% |
| 1Y | +22.3% | +15.2% | +7.1% | +12.0% |
| 3Y | -6.2% | +64.5% | -70.8% | -33.9% |
| 5Y | -34.4% | +28.9% | -63.3% | -47.0% |
| All | -34.4% | +29.5% | -63.9% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling