+2,907.6%
DOV vs MDY
+2,644.5%
+263.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.6% | +1.6% |
| 7D | +2.5% | +1.0% | +1.5% | +1.5% |
| 30D | -7.5% | -3.1% | -4.4% | -4.7% |
| 3M | -9.7% | +1.8% | -11.5% | -11.1% |
| 6M | -6.1% | +10.8% | -16.9% | -14.5% |
| YTD | +0.5% | +14.4% | -14.0% | -11.1% |
| 1Y | +10.5% | +15.2% | -4.7% | -2.9% |
| 3Y | +41.7% | +51.2% | -9.5% | -2.9% |
| 5Y | +18.4% | +47.2% | -28.8% | -17.0% |
| 10Y | +289.8% | +171.1% | +118.7% | +56.6% |
| All | +2,907.6% | +2,644.5% | +263.2% | +128.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling