+930.9%
DOV vs MKTX
+1,443.5%
-512.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -1.9% | -0.2% | -1.8% | -1.9% |
| 30D | -9.9% | +0.8% | -10.7% | -10.0% |
| 3M | -12.1% | +41.1% | -53.3% | -19.8% |
| 6M | -10.4% | -9.5% | -0.9% | -9.6% |
| YTD | -3.3% | -8.7% | +5.4% | -2.8% |
| 1Y | +7.8% | -10.0% | +17.7% | +8.5% |
| 3Y | +36.3% | -24.6% | +60.9% | +38.9% |
| 5Y | +14.8% | -60.3% | +75.1% | +33.7% |
| 10Y | +294.0% | +5.0% | +288.9% | +240.0% |
| All | +930.9% | +1,443.5% | -512.6% | +268.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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