+89.0%
MGY vs DOV
+14.8%
+74.2%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.3% |
| 7D | +3.5% | -2.0% | +5.5% | +4.5% |
| 30D | +5.3% | -8.9% | +14.2% | +10.0% |
| 3M | +2.6% | -13.3% | +15.9% | +9.4% |
| 6M | -3.3% | -9.7% | +6.4% | -0.6% |
| YTD | +29.2% | -2.5% | +31.7% | +26.2% |
| 1Y | +18.0% | +7.2% | +10.8% | +8.2% |
| 3Y | +30.0% | +39.4% | -9.4% | +0.1% |
| All | +89.0% | +14.8% | +74.2% | +57.0% |
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 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