+17.8%
YUM vs DOV
+37.0%
-19.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.3% |
| 7D | -6.1% | -2.0% | -4.1% | -5.7% |
| 30D | -5.8% | -8.9% | +3.1% | -4.0% |
| 3M | -7.6% | -13.3% | +5.6% | -5.2% |
| 6M | -9.1% | -9.7% | +0.5% | -7.7% |
| YTD | -5.5% | -2.5% | -3.1% | -5.9% |
| 1Y | -3.7% | +7.2% | -10.9% | -6.2% |
| 3Y | +17.8% | +39.4% | -21.6% | +4.4% |
| All | +17.8% | +37.0% | -19.2% | +4.4% |
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