+328.2%
USFD vs DOV
+346.2%
-18.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.6% |
| 7D | +3.0% | -1.9% | +4.8% | +4.2% |
| 30D | +11.1% | +8.3% | +2.8% | +5.0% |
| 3M | -0.3% | -3.1% | +2.8% | +1.5% |
| 6M | +15.9% | -9.8% | +25.7% | +22.8% |
| YTD | +41.6% | +5.2% | +36.4% | +33.3% |
| 1Y | +49.4% | +15.3% | +34.1% | +31.4% |
| 3Y | +157.8% | +58.8% | +99.1% | +70.9% |
| 5Y | +176.6% | +26.6% | +150.1% | +114.0% |
| 10Y | +375.4% | +351.6% | +23.7% | +115.8% |
| All | +328.2% | +346.2% | -18.0% | +95.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling