+935.2%
MDB vs DOV
+241.9%
+693.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.7% |
| 7D | -1.0% | -0.7% | -0.3% | -0.5% |
| 30D | -14.0% | +12.3% | -26.2% | -19.5% |
| 3M | -20.3% | +1.2% | -21.5% | -21.1% |
| 6M | +10.9% | -3.1% | +13.9% | +10.7% |
| YTD | -20.9% | +9.4% | -30.3% | -27.4% |
| 1Y | -11.2% | +17.6% | -28.8% | -22.2% |
| 3Y | -11.9% | +66.5% | -78.4% | -37.1% |
| 5Y | -40.2% | +29.0% | -69.2% | -51.2% |
| All | +935.2% | +241.9% | +693.3% | +458.4% |
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