+3,172.5%
MMM vs DOV
+6,579.3%
-3,406.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | +7.0% | -0.7% | +7.7% | +7.2% |
| 30D | +18.4% | +12.3% | +6.1% | +12.6% |
| 3M | +4.5% | +1.2% | +3.3% | +3.8% |
| 6M | +33.4% | -3.1% | +36.5% | +34.6% |
| YTD | +20.0% | +9.4% | +10.6% | +14.7% |
| 1Y | +15.0% | +17.6% | -2.6% | +6.6% |
| 3Y | +165.0% | +66.5% | +98.5% | +111.2% |
| 5Y | +47.9% | +29.0% | +18.9% | +30.2% |
| 10Y | +79.6% | +329.8% | -250.2% | -3.9% |
| All | +3,172.5% | +6,579.3% | -3,406.8% | +557.2% |
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