-45.2%
MDB vs DOV
+25.3%
-70.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.1% | +2.2% |
| 7D | -11.4% | -1.9% | -9.5% | -10.2% |
| 30D | -13.8% | +8.3% | -22.1% | -19.0% |
| 3M | -15.5% | -3.1% | -12.4% | -13.8% |
| 6M | +17.9% | -9.8% | +27.7% | +24.3% |
| YTD | -25.5% | +5.2% | -30.6% | -32.8% |
| 1Y | -12.1% | +15.3% | -27.4% | -27.5% |
| 3Y | -5.9% | +58.8% | -64.6% | -45.8% |
| All | -45.2% | +25.3% | -70.5% | -57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling