+14.8%
DOV vs MKC
-33.9%
+48.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -2.0% |
| 7D | -1.9% | -2.8% | +0.9% | -1.3% |
| 30D | -9.9% | -3.4% | -6.5% | -9.3% |
| 3M | -12.1% | +3.8% | -15.9% | -13.0% |
| 6M | -10.4% | -17.9% | +7.5% | -6.4% |
| YTD | -3.3% | -23.6% | +20.3% | +2.6% |
| 1Y | +7.8% | -23.1% | +30.9% | +13.9% |
| 3Y | +36.3% | -31.5% | +67.8% | +48.3% |
| 5Y | +14.8% | -33.1% | +47.9% | +21.2% |
| All | +14.8% | -33.9% | +48.7% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 5y: compounded portfolio wealth divided by compounded MKC 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…
5y analysis · Full analysis span regression · 6 months rolling