+1,017.5%
MDB vs DOV
+208.7%
+808.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.6% |
| 7D | -4.5% | +1.3% | -5.9% | -5.3% |
| 30D | -14.0% | -8.6% | -5.3% | -9.6% |
| 3M | +5.3% | -13.1% | +18.5% | +12.8% |
| 6M | +31.9% | -8.8% | +40.7% | +35.1% |
| YTD | -14.6% | -1.2% | -13.4% | -16.8% |
| 1Y | +8.2% | +10.7% | -2.5% | -2.4% |
| 3Y | -5.0% | +39.3% | -44.3% | -24.8% |
| 5Y | -24.5% | +16.4% | -41.0% | -34.7% |
| All | +1,017.5% | +208.7% | +808.8% | +540.0% |
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