+508.6%
MDLZ vs DOV
+1,136.0%
-627.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | +7.9% | +11.3% | -3.3% | +4.6% |
| 3M | +8.9% | +2.2% | +6.7% | +8.0% |
| 6M | +10.5% | -2.9% | +13.4% | +10.7% |
| YTD | +27.1% | +9.6% | +17.5% | +22.7% |
| 1Y | +20.9% | +16.7% | +4.3% | +14.6% |
| 3Y | +5.5% | +66.9% | -61.3% | -11.8% |
| 5Y | +22.2% | +32.0% | -9.7% | +8.0% |
| 10Y | +106.1% | +334.8% | -228.6% | +27.2% |
| All | +508.6% | +1,136.0% | -627.4% | +160.1% |
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