+242.5%
MET vs DOV
+296.6%
-54.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.3% | +2.6% |
| 7D | -2.5% | -1.9% | -0.5% | -1.2% |
| 30D | 0.0% | -9.9% | +9.9% | +7.3% |
| 3M | +13.1% | -12.1% | +25.2% | +22.4% |
| 6M | +39.0% | -10.4% | +49.4% | +47.2% |
| YTD | +25.2% | -3.3% | +28.5% | +24.9% |
| 1Y | +25.6% | +7.8% | +17.9% | +14.8% |
| 3Y | +67.1% | +36.3% | +30.7% | +25.1% |
| 5Y | +85.1% | +14.8% | +70.3% | +54.5% |
| All | +242.5% | +296.6% | -54.1% | +33.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling