+4,033.9%
YUM vs DOV
+1,281.9%
+2,752.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | 0.0% |
| 7D | -5.2% | -1.9% | -3.3% | -4.5% |
| 30D | -0.1% | -9.9% | +9.8% | +4.0% |
| 3M | -4.3% | -12.1% | +7.8% | +0.2% |
| 6M | -8.7% | -10.4% | +1.7% | -5.5% |
| YTD | -3.5% | -3.3% | -0.2% | -3.4% |
| 1Y | +0.5% | +7.8% | -7.3% | -4.0% |
| 3Y | +20.5% | +36.3% | -15.8% | +2.3% |
| 5Y | +21.8% | +14.8% | +7.0% | +9.2% |
| 10Y | +176.5% | +294.0% | -117.5% | +46.0% |
| All | +4,033.9% | +1,281.9% | +2,752.0% | +1,059.9% |
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