+252.9%
UPS vs DOV
+1,063.7%
-810.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.3% |
| 7D | -0.6% | +3.4% | -4.0% | -2.0% |
| 30D | +16.4% | +8.8% | +7.6% | +12.3% |
| 3M | +7.9% | +0.9% | +7.0% | +7.3% |
| 6M | +15.8% | -2.8% | +18.7% | +16.8% |
| YTD | +16.6% | +8.1% | +8.5% | +12.3% |
| 1Y | +22.3% | +15.2% | +7.1% | +14.7% |
| 3Y | -6.2% | +64.5% | -70.8% | -25.3% |
| 5Y | -34.4% | +28.9% | -63.3% | -42.5% |
| 10Y | +41.7% | +328.7% | -287.0% | -25.4% |
| All | +252.9% | +1,063.7% | -810.9% | +9.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling