+140.2%
MAS vs DOV
+284.4%
-144.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.8% | +1.2% |
| 7D | -0.8% | -2.7% | +1.9% | +1.1% |
| 30D | -5.6% | -8.1% | +2.5% | -0.1% |
| 3M | +4.4% | -9.4% | +13.9% | +11.3% |
| 6M | +7.2% | -12.6% | +19.8% | +16.9% |
| YTD | +16.1% | -0.5% | +16.6% | +16.1% |
| 1Y | +0.1% | +9.2% | -9.2% | -6.3% |
| 3Y | +28.3% | +34.1% | -5.8% | +4.0% |
| 5Y | +30.5% | +17.3% | +13.2% | +13.9% |
| All | +140.2% | +284.4% | -144.2% | +11.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling