+209.8%
MGY vs DOV
+236.3%
-26.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +1.1% |
| 7D | +1.8% | -1.9% | +3.7% | +3.1% |
| 30D | +6.5% | -9.9% | +16.4% | +13.8% |
| 3M | +0.3% | -12.1% | +12.4% | +7.9% |
| 6M | -2.4% | -10.4% | +8.0% | +1.9% |
| YTD | +29.0% | -3.3% | +32.3% | +26.6% |
| 1Y | +17.0% | +7.8% | +9.3% | +5.4% |
| 3Y | +26.2% | +36.3% | -10.2% | -6.6% |
| 5Y | +92.3% | +14.8% | +77.5% | +58.3% |
| All | +209.8% | +236.3% | -26.5% | +53.7% |
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