-4.8%
MDB vs DOV
+15.9%
-20.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.9% | -1.7% |
| 7D | +6.8% | +3.0% | +3.8% | +6.7% |
| 30D | -6.2% | +8.6% | -14.8% | -5.8% |
| 3M | -29.2% | +1.9% | -31.1% | -29.2% |
| 6M | +10.3% | -1.7% | +12.0% | +9.3% |
| YTD | -20.4% | +8.3% | -28.7% | -25.6% |
| 1Y | -4.8% | +16.6% | -21.4% | -16.9% |
| All | -4.8% | +15.9% | -20.7% | -16.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling