+1,135.8%
URI vs DOV
+325.7%
+810.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | +6.7% | +3.0% | +3.7% | +3.7% |
| 30D | +8.9% | +8.6% | +0.3% | +0.1% |
| 3M | +0.5% | +1.9% | -1.3% | -1.3% |
| 6M | +20.7% | -1.7% | +22.3% | +20.8% |
| YTD | +40.0% | +8.3% | +31.7% | +27.9% |
| 1Y | +34.4% | +16.6% | +17.8% | +13.6% |
| 3Y | +149.5% | +65.1% | +84.3% | +43.4% |
| 5Y | +205.6% | +29.2% | +176.4% | +127.3% |
| All | +1,135.8% | +325.7% | +810.2% | +193.7% |
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