+1,322.2%
DOV vs MOH
+1,286.6%
+35.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.5% |
| 7D | +1.3% | -4.2% | +5.5% | +2.1% |
| 30D | -8.6% | -2.4% | -6.3% | -8.3% |
| 3M | -13.1% | -4.4% | -8.7% | -12.7% |
| 6M | -8.8% | +32.9% | -41.8% | -14.0% |
| YTD | -1.2% | +11.9% | -13.1% | -5.2% |
| 1Y | +10.7% | +6.9% | +3.8% | +6.1% |
| 3Y | +39.3% | -39.4% | +78.7% | +42.6% |
| 5Y | +16.4% | -25.0% | +41.4% | +12.7% |
| 10Y | +302.5% | +244.9% | +57.6% | +174.3% |
| All | +1,322.2% | +1,286.6% | +35.5% | +582.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling