+42.7%
MKSI vs DOV
+21.2%
+21.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.6% |
| 7D | -10.7% | +2.2% | -12.9% | -12.8% |
| 30D | -30.5% | +11.2% | -41.7% | -37.4% |
| 3M | -39.2% | +1.6% | -40.7% | -40.0% |
| 6M | -33.0% | -3.2% | -29.8% | -30.7% |
| YTD | +22.3% | +9.7% | +12.6% | +17.0% |
| 1Y | +42.7% | +20.5% | +22.2% | +31.4% |
| All | +42.7% | +21.2% | +21.5% | +31.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling