+164.5%
USFD vs DOV
+42.3%
+122.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.3% |
| 7D | -3.3% | +2.5% | -5.9% | -4.3% |
| 30D | -5.3% | -7.5% | +2.2% | -2.4% |
| 3M | +18.8% | -9.7% | +28.5% | +23.0% |
| 6M | +14.3% | -6.1% | +20.4% | +16.2% |
| YTD | +36.9% | +0.5% | +36.4% | +34.7% |
| 1Y | +31.7% | +10.5% | +21.2% | +23.9% |
| 3Y | +164.5% | +41.7% | +122.8% | +126.7% |
| All | +164.5% | +42.3% | +122.2% | +126.7% |
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