+8.2%
MDB vs DOV
+8.9%
-0.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +0.6% |
| 7D | -4.5% | +1.3% | -5.9% | -4.5% |
| 30D | -14.0% | -8.6% | -5.3% | -14.2% |
| 3M | +5.3% | -13.1% | +18.5% | +4.5% |
| 6M | +31.9% | -8.8% | +40.7% | +27.9% |
| YTD | -14.6% | -1.2% | -13.4% | -18.0% |
| 1Y | +8.2% | +10.7% | -2.5% | +1.7% |
| All | +8.2% | +8.9% | -0.7% | +1.7% |
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