+183.1%
MAR vs DOV
+29.5%
+153.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.2% |
| 7D | +1.8% | +3.4% | -1.6% | -0.4% |
| 30D | +14.3% | +8.8% | +5.5% | +8.4% |
| 3M | +20.0% | +0.9% | +19.1% | +19.0% |
| 6M | +21.7% | -2.8% | +24.6% | +22.5% |
| YTD | +37.7% | +8.1% | +29.6% | +28.8% |
| 1Y | +46.8% | +15.2% | +31.6% | +31.8% |
| 3Y | +121.0% | +64.5% | +56.5% | +53.3% |
| 5Y | +183.1% | +28.9% | +154.2% | +127.8% |
| All | +183.1% | +29.5% | +153.5% | +127.8% |
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