+110.7%
MCK vs DOV
+37.0%
+73.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | +0.1% |
| 7D | -2.9% | -2.0% | -0.9% | -3.0% |
| 30D | +0.4% | -8.9% | +9.3% | +0.1% |
| 3M | +12.1% | -13.3% | +25.4% | +11.6% |
| 6M | -5.4% | -9.7% | +4.2% | -5.8% |
| YTD | +7.8% | -2.5% | +10.2% | +7.6% |
| 1Y | +22.9% | +7.2% | +15.7% | +23.3% |
| 3Y | +110.7% | +39.4% | +71.3% | +132.9% |
| All | +110.7% | +37.0% | +73.7% | +132.9% |
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