+153.1%
MAR vs DOV
+13.3%
+139.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | +0.5% |
| 7D | -2.1% | -1.9% | -0.1% | -1.0% |
| 30D | -5.7% | -9.9% | +4.2% | +0.3% |
| 3M | -14.6% | -12.1% | -2.5% | -8.5% |
| 6M | +1.3% | -10.4% | +11.8% | +7.0% |
| YTD | +6.7% | -3.3% | +10.0% | +7.1% |
| 1Y | +26.4% | +7.8% | +18.7% | +17.9% |
| 3Y | +64.7% | +36.3% | +28.4% | +30.0% |
| 5Y | +153.1% | +14.8% | +138.2% | +120.6% |
| All | +153.1% | +13.3% | +139.7% | +120.6% |
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 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