+2.4%
MELI vs DOV
+14.8%
-12.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.1% |
| 7D | -4.1% | -2.0% | -2.1% | -2.9% |
| 30D | +3.8% | -8.9% | +12.7% | +10.1% |
| 3M | +17.8% | -13.3% | +31.1% | +27.9% |
| 6M | +7.4% | -9.7% | +17.1% | +12.4% |
| YTD | -5.8% | -2.5% | -3.4% | -7.3% |
| 1Y | -18.9% | +7.2% | -26.1% | -26.1% |
| 3Y | +33.3% | +39.4% | -6.1% | -12.5% |
| All | +2.4% | +14.8% | -12.4% | -24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling