+1,285.4%
MET vs DOV
+907.7%
+377.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.5% | +0.6% |
| 7D | +4.5% | +3.0% | +1.5% | +2.3% |
| 30D | +3.5% | +8.6% | -5.1% | -2.7% |
| 3M | +5.9% | +1.9% | +4.1% | +4.1% |
| 6M | +33.1% | -1.7% | +34.7% | +32.4% |
| YTD | +33.6% | +8.3% | +25.2% | +22.8% |
| 1Y | +32.7% | +16.6% | +16.1% | +15.7% |
| 3Y | +85.0% | +65.1% | +19.9% | +21.9% |
| 5Y | +85.6% | +29.2% | +56.4% | +43.2% |
| 10Y | +198.8% | +329.7% | -130.8% | -4.2% |
| All | +1,285.4% | +907.7% | +377.7% | +106.8% |
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