+30.7%
MCO vs DOV
+14.8%
+15.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.2% |
| 7D | -3.8% | -2.0% | -1.8% | -2.8% |
| 30D | -0.4% | -8.9% | +8.5% | +4.4% |
| 3M | +7.7% | -13.3% | +21.0% | +15.2% |
| 6M | +7.0% | -9.7% | +16.7% | +10.9% |
| YTD | -6.4% | -2.5% | -4.0% | -8.0% |
| 1Y | -7.6% | +7.2% | -14.9% | -14.9% |
| 3Y | +43.2% | +39.4% | +3.8% | +8.3% |
| All | +30.7% | +14.8% | +15.9% | +6.2% |
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 2021-09-11 to 2026-09-11: 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling