+329.1%
DOV vs MTB
+115.1%
+214.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | +3.0% | +1.5% | +1.4% | +2.3% |
| 30D | +8.6% | +2.3% | +6.3% | +7.5% |
| 3M | +1.9% | -12.1% | +14.0% | +8.0% |
| 6M | -1.7% | +9.8% | -11.5% | -6.1% |
| YTD | +8.3% | +12.0% | -3.7% | +2.5% |
| 1Y | +16.6% | +22.0% | -5.5% | +6.1% |
| 3Y | +65.1% | +107.6% | -42.5% | +16.7% |
| 5Y | +29.2% | +61.9% | -32.7% | -1.6% |
| All | +329.1% | +115.1% | +214.0% | +149.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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