+92.3%
MA vs DOV
+25.3%
+67.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.8% |
| 7D | +2.3% | -1.9% | +4.2% | +3.1% |
| 30D | +14.7% | +8.3% | +6.4% | +10.9% |
| 3M | +13.5% | -3.1% | +16.6% | +14.8% |
| 6M | +33.1% | -9.8% | +42.9% | +37.9% |
| YTD | +15.1% | +5.2% | +9.9% | +9.8% |
| 1Y | +18.7% | +15.3% | +3.4% | +8.3% |
| 3Y | +72.1% | +58.8% | +13.3% | +27.0% |
| All | +92.3% | +25.3% | +67.0% | +58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling