+211.6%
MAS vs DOV
+324.7%
-113.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.4% |
| 7D | +1.2% | +3.4% | -2.2% | -1.1% |
| 30D | +21.6% | +8.8% | +12.8% | +14.6% |
| 3M | +14.1% | +0.9% | +13.2% | +13.1% |
| 6M | +22.6% | -2.8% | +25.5% | +24.4% |
| YTD | +35.4% | +8.1% | +27.4% | +27.7% |
| 1Y | +37.5% | +15.2% | +22.2% | +24.0% |
| 3Y | +58.3% | +64.5% | -6.2% | +11.1% |
| 5Y | +39.1% | +28.9% | +10.2% | +13.5% |
| All | +211.6% | +324.7% | -113.1% | +42.3% |
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