+75.4%
USAR vs DOV
+36.5%
+38.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | 0.0% |
| 7D | +2.3% | +2.5% | -0.2% | +1.5% |
| 30D | -8.6% | -7.5% | -1.1% | -6.3% |
| 3M | -20.5% | -9.7% | -10.8% | -17.9% |
| 6M | +1.2% | -6.1% | +7.3% | +4.0% |
| YTD | +48.4% | +0.5% | +47.9% | +52.2% |
| 1Y | +30.6% | +10.5% | +20.1% | +34.8% |
| 3Y | +73.6% | +41.7% | +32.0% | +87.2% |
| All | +75.4% | +36.5% | +38.9% | +89.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling