+212.3%
MAS vs DOV
+325.7%
-113.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +3.0% | +3.0% | 0.0% | +1.0% |
| 30D | +22.4% | +8.6% | +13.8% | +15.5% |
| 3M | +14.5% | +1.9% | +12.6% | +12.8% |
| 6M | +27.1% | -1.7% | +28.8% | +27.9% |
| YTD | +35.8% | +8.3% | +27.4% | +27.8% |
| 1Y | +39.4% | +16.6% | +22.8% | +24.8% |
| 3Y | +60.3% | +65.1% | -4.9% | +12.2% |
| 5Y | +39.4% | +29.2% | +10.3% | +13.6% |
| All | +212.3% | +325.7% | -113.3% | +42.4% |
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