+24.8%
USAR vs DOV
+11.5%
+13.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.2% |
| 7D | -2.1% | -2.7% | +0.5% | +0.1% |
| 30D | +2.6% | -8.1% | +10.7% | +10.2% |
| 3M | -35.0% | -9.4% | -25.6% | -29.9% |
| 6M | -6.9% | -12.6% | +5.7% | +2.3% |
| YTD | +48.0% | -0.5% | +48.5% | +57.4% |
| 1Y | +24.8% | +9.2% | +15.6% | +66.2% |
| All | +24.8% | +11.5% | +13.3% | +66.2% |
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