+454.2%
MDLZ vs DOV
+1,022.3%
-568.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | -1.7% | -2.7% | +0.9% | -1.0% |
| 30D | -2.1% | -8.1% | +6.0% | +0.2% |
| 3M | +1.3% | -9.4% | +10.7% | +3.7% |
| 6M | +6.2% | -12.6% | +18.8% | +9.6% |
| YTD | +15.8% | -0.5% | +16.3% | +15.0% |
| 1Y | +4.1% | +9.2% | -5.1% | +0.4% |
| 3Y | -4.1% | +34.1% | -38.2% | -14.6% |
| 5Y | +13.4% | +17.3% | -3.9% | +3.6% |
| 10Y | +75.7% | +284.9% | -209.2% | +12.1% |
| All | +454.2% | +1,022.3% | -568.0% | +143.7% |
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 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