-49.8%
USAR vs DOV
+21.2%
-71.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.4% | -5.4% | -5.4% |
| 7D | -21.8% | +2.2% | -24.0% | -23.8% |
| 30D | -39.9% | +11.2% | -51.1% | -46.6% |
| 3M | -52.5% | +1.6% | -54.1% | -53.2% |
| 6M | -67.9% | -3.2% | -64.7% | -66.9% |
| YTD | -31.1% | +9.7% | -40.8% | -40.5% |
| 1Y | -49.8% | +20.5% | -70.4% | -64.9% |
| All | -49.8% | +21.2% | -71.0% | -64.9% |
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