+3,151.0%
MLM vs DOV
+3,249.2%
-98.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.7% | -0.4% | -2.7% |
| 7D | -1.2% | -3.7% | +2.5% | +0.8% |
| 30D | +7.9% | +5.6% | +2.4% | +4.8% |
| 3M | -4.5% | -3.5% | -1.0% | -2.8% |
| 6M | -12.6% | -8.9% | -3.8% | -8.7% |
| YTD | -14.9% | +4.5% | -19.4% | -17.4% |
| 1Y | -13.1% | +13.9% | -27.0% | -19.4% |
| 3Y | +21.2% | +55.9% | -34.7% | -6.4% |
| 5Y | +32.0% | +25.8% | +6.2% | +13.3% |
| 10Y | +195.3% | +348.8% | -153.4% | +34.3% |
| All | +3,151.0% | +3,249.2% | -98.3% | +626.6% |
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