+153.1%
USFD vs DOV
+65.2%
+87.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -0.8% |
| 7D | +1.3% | +3.4% | -2.1% | 0.0% |
| 30D | +10.6% | +8.8% | +1.7% | +7.0% |
| 3M | -2.4% | +0.9% | -3.4% | -2.9% |
| 6M | +28.9% | -2.8% | +31.8% | +29.6% |
| YTD | +43.7% | +8.1% | +35.6% | +37.4% |
| 1Y | +48.5% | +15.2% | +33.2% | +37.9% |
| All | +153.1% | +65.2% | +87.9% | +117.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling