+516.9%
MA vs DOV
+293.5%
+223.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.9% |
| 7D | -1.8% | +2.5% | -4.3% | -3.1% |
| 30D | +1.4% | -7.5% | +8.9% | +5.6% |
| 3M | +17.7% | -9.7% | +27.4% | +23.2% |
| 6M | +9.7% | -6.1% | +15.8% | +11.4% |
| YTD | +0.5% | +0.5% | 0.0% | -2.3% |
| 1Y | -2.1% | +10.5% | -12.6% | -10.2% |
| 3Y | +40.1% | +41.7% | -1.6% | +7.7% |
| 5Y | +67.5% | +18.4% | +49.1% | +40.9% |
| All | +516.9% | +293.5% | +223.4% | +195.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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