+180.0%
MCD vs DOV
+294.8%
-114.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.3% |
| 7D | -2.0% | +2.5% | -4.6% | -2.8% |
| 30D | -6.1% | -7.5% | +1.4% | -3.8% |
| 3M | -7.3% | -9.7% | +2.4% | -4.6% |
| 6M | -20.9% | -6.1% | -14.9% | -20.0% |
| YTD | -14.7% | +0.5% | -15.1% | -15.8% |
| 1Y | -16.1% | +10.5% | -26.6% | -20.1% |
| 3Y | -1.5% | +41.7% | -43.2% | -17.1% |
| 5Y | +20.4% | +18.4% | +2.0% | +6.9% |
| 10Y | +180.0% | +289.8% | -109.7% | +72.8% |
| All | +180.0% | +294.8% | -114.8% | +72.8% |
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 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