+1,150.0%
URI vs DOV
+289.1%
+860.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.6% |
| 7D | -2.0% | -2.7% | +0.7% | +0.8% |
| 30D | -12.9% | -8.1% | -4.9% | -5.1% |
| 3M | -6.7% | -9.4% | +2.7% | +1.6% |
| 6M | +19.0% | -12.6% | +31.6% | +35.2% |
| YTD | +25.5% | -0.5% | +26.0% | +25.1% |
| 1Y | +5.5% | +9.2% | -3.7% | -6.2% |
| 3Y | +111.3% | +34.1% | +77.2% | +51.9% |
| 5Y | +198.6% | +17.3% | +181.3% | +145.9% |
| All | +1,150.0% | +289.1% | +860.9% | +231.0% |
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