-45.1%
USAR vs DOV
+15.9%
-61.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.9% |
| 7D | -0.8% | +3.0% | -3.8% | -3.7% |
| 30D | -20.9% | +8.6% | -29.5% | -27.2% |
| 3M | -56.2% | +1.9% | -58.0% | -56.7% |
| 6M | -67.9% | -1.7% | -66.2% | -67.5% |
| YTD | -31.4% | +8.3% | -39.8% | -37.2% |
| 1Y | -45.1% | +16.6% | -61.6% | -55.1% |
| All | -45.1% | +15.9% | -61.0% | -55.1% |
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