+6,893.4%
URI vs DOV
+1,263.9%
+5,629.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.8% |
| 7D | -2.0% | -2.7% | +0.7% | +0.3% |
| 30D | -12.9% | -8.1% | -4.9% | -6.3% |
| 3M | -6.7% | -9.4% | +2.7% | +0.5% |
| 6M | +19.0% | -12.6% | +31.6% | +32.9% |
| YTD | +25.5% | -0.5% | +26.0% | +25.7% |
| 1Y | +5.5% | +9.2% | -3.7% | -3.9% |
| 3Y | +111.3% | +34.1% | +77.2% | +63.2% |
| 5Y | +198.6% | +17.3% | +181.3% | +160.2% |
| 10Y | +1,179.9% | +284.9% | +895.0% | +338.6% |
| All | +6,893.4% | +1,263.9% | +5,629.6% | +739.0% |
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 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