+199.5%
MCHP vs DOV
+300.2%
-100.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +2.9% |
| 7D | 0.0% | -2.0% | +2.0% | +1.8% |
| 30D | -6.0% | -8.9% | +2.9% | +2.0% |
| 3M | -19.7% | -13.3% | -6.4% | -9.0% |
| 6M | +14.0% | -9.7% | +23.7% | +25.3% |
| YTD | +18.4% | -2.5% | +20.9% | +21.5% |
| 1Y | +17.1% | +7.2% | +9.9% | +10.2% |
| 3Y | +0.7% | +39.4% | -38.7% | -22.3% |
| 5Y | +5.1% | +15.8% | -10.7% | -6.2% |
| All | +199.5% | +300.2% | -100.7% | +40.3% |
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