+15,614.6%
MA vs DOV
+821.3%
+14,793.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.8% |
| 7D | +2.3% | -1.9% | +4.2% | +3.3% |
| 30D | +14.7% | +8.3% | +6.4% | +9.5% |
| 3M | +13.5% | -3.1% | +16.6% | +15.1% |
| 6M | +33.1% | -9.8% | +42.9% | +39.2% |
| YTD | +15.1% | +5.2% | +9.9% | +9.0% |
| 1Y | +18.7% | +15.3% | +3.4% | +6.6% |
| 3Y | +72.1% | +58.8% | +13.3% | +24.2% |
| 5Y | +92.8% | +26.6% | +66.2% | +56.4% |
| 10Y | +571.6% | +351.6% | +220.0% | +150.5% |
| All | +15,614.6% | +821.3% | +14,793.3% | +3,278.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling