+216.3%
USFD vs DOV
+17.7%
+198.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | -3.0% | -2.7% | -0.3% | -1.7% |
| 30D | +3.5% | -8.1% | +11.6% | +8.1% |
| 3M | +26.6% | -9.4% | +36.0% | +32.3% |
| 6M | +11.7% | -12.6% | +24.3% | +18.7% |
| YTD | +38.1% | -0.5% | +38.6% | +36.0% |
| 1Y | +33.4% | +9.2% | +24.1% | +23.8% |
| 3Y | +155.8% | +34.1% | +121.7% | +103.0% |
| All | +216.3% | +17.7% | +198.6% | +165.7% |
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 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