+22.5%
MDLZ vs DOV
+18.0%
+4.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.2% |
| 7D | +2.2% | -0.7% | +2.9% | +2.2% |
| 30D | +10.1% | +12.3% | -2.1% | +8.9% |
| 3M | +9.1% | +1.2% | +7.9% | +9.0% |
| 6M | +10.0% | -3.1% | +13.0% | +10.3% |
| YTD | +26.8% | +9.4% | +17.4% | +23.2% |
| 1Y | +22.5% | +17.6% | +4.9% | +13.3% |
| All | +22.5% | +18.0% | +4.5% | +13.3% |
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