+33.8%
MAS vs DOV
+34.2%
-0.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.8% | +1.1% |
| 7D | -0.8% | -2.7% | +1.9% | +1.2% |
| 30D | -5.6% | -8.1% | +2.5% | +0.3% |
| 3M | +4.4% | -9.4% | +13.9% | +11.6% |
| 6M | +7.2% | -12.6% | +19.8% | +17.4% |
| YTD | +16.1% | -0.5% | +16.6% | +15.8% |
| 1Y | +0.1% | +9.2% | -9.2% | -6.9% |
| All | +33.8% | +34.2% | -0.4% | -0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling