+324.1%
USFD vs DOV
+289.1%
+35.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.0% |
| 7D | -3.0% | -2.7% | -0.3% | -1.2% |
| 30D | +3.5% | -8.1% | +11.6% | +9.7% |
| 3M | +26.6% | -9.4% | +36.0% | +34.2% |
| 6M | +11.7% | -12.6% | +24.3% | +20.8% |
| YTD | +38.1% | -0.5% | +38.6% | +35.3% |
| 1Y | +33.4% | +9.2% | +24.1% | +20.9% |
| 3Y | +155.8% | +34.1% | +121.7% | +90.8% |
| 5Y | +214.0% | +17.3% | +196.8% | +154.9% |
| All | +324.1% | +289.1% | +35.0% | +94.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling