+2,498.9%
MAR vs DOV
+1,144.4%
+1,354.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.4% |
| 7D | -4.2% | -2.7% | -1.5% | -2.5% |
| 30D | -6.7% | -8.1% | +1.4% | -1.8% |
| 3M | -12.5% | -9.4% | -3.1% | -7.7% |
| 6M | +0.6% | -12.6% | +13.2% | +8.1% |
| YTD | +9.1% | -0.5% | +9.6% | +8.1% |
| 1Y | +26.2% | +9.2% | +17.0% | +17.4% |
| 3Y | +68.2% | +34.1% | +34.0% | +36.2% |
| 5Y | +163.9% | +17.3% | +146.7% | +129.3% |
| 10Y | +420.6% | +284.9% | +135.6% | +116.1% |
| All | +2,498.9% | +1,144.4% | +1,354.5% | +358.0% |
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