+292.2%
DOV vs MOH
+264.4%
+27.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +0.6% |
| 7D | -2.0% | +1.7% | -3.7% | -2.3% |
| 30D | -8.9% | -0.9% | -8.0% | -8.8% |
| 3M | -13.3% | +5.7% | -19.0% | -14.2% |
| 6M | -9.7% | +39.1% | -48.8% | -14.5% |
| YTD | -2.5% | +17.7% | -20.1% | -6.4% |
| 1Y | +7.2% | +8.4% | -1.1% | +3.4% |
| 3Y | +39.4% | -36.6% | +76.0% | +41.7% |
| 5Y | +15.8% | -19.1% | +34.9% | +10.0% |
| All | +292.2% | +264.4% | +27.8% | +212.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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