+9.7%
URI vs DOV
+8.9%
+0.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +2.4% |
| 7D | +5.0% | +1.3% | +3.7% | +4.1% |
| 30D | -9.4% | -8.6% | -0.8% | -4.0% |
| 3M | -5.8% | -13.1% | +7.3% | +2.9% |
| 6M | +25.8% | -8.8% | +34.6% | +33.6% |
| YTD | +27.9% | -1.2% | +29.1% | +34.1% |
| 1Y | +9.7% | +10.7% | -1.0% | +24.1% |
| All | +9.7% | +8.9% | +0.8% | +24.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling