+214.3%
USFD vs DOV
+29.1%
+185.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +1.7% | +3.0% | -1.3% | +0.1% |
| 30D | +10.2% | +8.6% | +1.6% | +5.3% |
| 3M | -1.5% | +1.9% | -3.4% | -2.6% |
| 6M | +27.3% | -1.7% | +29.0% | +27.3% |
| YTD | +44.0% | +8.3% | +35.7% | +35.3% |
| 1Y | +50.4% | +16.6% | +33.8% | +35.1% |
| 3Y | +153.6% | +65.1% | +88.4% | +74.9% |
| All | +214.3% | +29.1% | +185.2% | +150.6% |
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