+58.6%
MAS vs DOV
+57.1%
+1.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.6% | -2.4% |
| 7D | +2.0% | -1.9% | +3.8% | +3.3% |
| 30D | +19.4% | +8.3% | +11.1% | +12.6% |
| 3M | +9.4% | -3.1% | +12.5% | +11.6% |
| 6M | +15.3% | -9.8% | +25.1% | +23.3% |
| YTD | +31.3% | +5.2% | +26.1% | +25.7% |
| 1Y | +34.9% | +15.3% | +19.5% | +20.8% |
| 3Y | +58.6% | +58.8% | -0.2% | +8.8% |
| All | +58.6% | +57.1% | +1.5% | +8.8% |
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