+84.3%
MKSI vs DOV
+14.8%
+69.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.1% |
| 7D | +2.7% | -2.0% | +4.7% | +5.1% |
| 30D | -12.8% | -8.9% | -3.9% | -2.9% |
| 3M | -22.5% | -13.3% | -9.3% | -8.5% |
| 6M | +19.4% | -9.7% | +29.1% | +34.5% |
| YTD | +67.7% | -2.5% | +70.2% | +71.9% |
| 1Y | +131.4% | +7.2% | +124.2% | +110.5% |
| 3Y | +197.3% | +39.4% | +157.9% | +111.4% |
| All | +84.3% | +14.8% | +69.5% | +47.4% |
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 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