+210.4%
MGY vs DOV
+239.3%
-28.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.4% |
| 7D | +3.5% | -2.0% | +5.5% | +4.9% |
| 30D | +5.3% | -8.9% | +14.2% | +11.7% |
| 3M | +2.6% | -13.3% | +15.9% | +11.5% |
| 6M | -3.3% | -9.7% | +6.4% | +0.4% |
| YTD | +29.2% | -2.5% | +31.7% | +26.1% |
| 1Y | +18.0% | +7.2% | +10.8% | +6.8% |
| 3Y | +30.0% | +39.4% | -9.4% | -5.3% |
| 5Y | +92.7% | +15.8% | +76.8% | +57.6% |
| All | +210.4% | +239.3% | -28.9% | +53.0% |
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