+82.0%
USO vs DOV
+300.2%
-218.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.5% |
| 7D | +9.1% | -2.0% | +11.1% | +9.7% |
| 30D | +21.7% | -8.9% | +30.6% | +25.0% |
| 3M | +20.2% | -13.3% | +33.5% | +24.7% |
| 6M | +43.4% | -9.7% | +53.0% | +45.0% |
| YTD | +124.0% | -2.5% | +126.4% | +118.6% |
| 1Y | +112.2% | +7.2% | +105.0% | +98.8% |
| 3Y | +97.7% | +39.4% | +58.2% | +61.1% |
| 5Y | +217.4% | +15.8% | +201.6% | +175.1% |
| All | +82.0% | +300.2% | -218.2% | -16.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling