+7,830.4%
MDT vs DOV
+6,035.5%
+1,794.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.2% |
| 7D | +0.4% | +2.5% | -2.2% | -0.4% |
| 30D | +6.0% | -7.5% | +13.5% | +8.7% |
| 3M | +15.5% | -9.7% | +25.2% | +18.9% |
| 6M | +3.4% | -6.1% | +9.5% | +4.8% |
| YTD | -2.2% | +0.5% | -2.6% | -3.2% |
| 1Y | +2.6% | +10.5% | -7.9% | -2.0% |
| 3Y | +27.5% | +41.7% | -14.2% | +10.3% |
| 5Y | -20.1% | +18.4% | -38.5% | -27.4% |
| 10Y | +39.1% | +289.8% | -250.7% | -14.7% |
| All | +7,830.4% | +6,035.5% | +1,794.9% | +1,892.1% |
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