+292.2%
DOV vs MDY
+177.2%
+115.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.1% |
| 7D | -2.0% | -1.9% | -0.1% | -0.1% |
| 30D | -8.9% | -4.6% | -4.3% | -4.5% |
| 3M | -13.3% | -1.2% | -12.0% | -12.1% |
| 6M | -9.7% | +9.2% | -18.9% | -17.0% |
| YTD | -2.5% | +13.1% | -15.5% | -13.4% |
| 1Y | +7.2% | +13.0% | -5.8% | -4.8% |
| 3Y | +39.4% | +49.2% | -9.8% | -5.5% |
| 5Y | +15.8% | +47.2% | -31.4% | -20.8% |
| All | +292.2% | +177.2% | +115.0% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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