+1,049.8%
MDB vs DOV
+211.1%
+838.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -4.6% |
| 7D | -17.4% | -2.7% | -14.8% | -16.1% |
| 30D | -2.0% | -8.1% | +6.1% | +2.7% |
| 3M | -3.0% | -9.4% | +6.4% | +1.3% |
| 6M | +48.7% | -12.6% | +61.3% | +56.2% |
| YTD | -12.1% | -0.5% | -11.7% | -14.7% |
| 1Y | +14.5% | +9.2% | +5.2% | +4.1% |
| 3Y | -6.1% | +34.1% | -40.3% | -24.0% |
| 5Y | -27.3% | +17.3% | -44.6% | -37.4% |
| All | +1,049.8% | +211.1% | +838.7% | +555.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling