+8,200.6%
USB vs DOV
+6,600.1%
+1,600.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.1% |
| 7D | +2.4% | +2.2% | +0.2% | +1.2% |
| 30D | +6.6% | +11.2% | -4.6% | +0.8% |
| 3M | -4.1% | +1.6% | -5.7% | -5.1% |
| 6M | +12.5% | -3.2% | +15.7% | +13.5% |
| YTD | +17.6% | +9.7% | +7.9% | +10.7% |
| 1Y | +36.5% | +20.5% | +16.0% | +22.4% |
| 3Y | +95.4% | +63.7% | +31.7% | +48.9% |
| 5Y | +26.1% | +31.4% | -5.2% | +7.0% |
| 10Y | +101.3% | +371.2% | -269.9% | -8.2% |
| All | +8,200.6% | +6,600.1% | +1,600.5% | +1,549.3% |
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 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