+2,812.9%
MMM vs DOV
+5,976.9%
-3,164.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | -3.3% | -2.7% | -0.7% | -2.2% |
| 30D | -7.0% | -8.1% | +1.1% | -3.6% |
| 3M | +10.8% | -9.4% | +20.2% | +15.3% |
| 6M | +5.8% | -12.6% | +18.4% | +11.5% |
| YTD | +6.8% | -0.5% | +7.2% | +6.5% |
| 1Y | +10.4% | +9.2% | +1.1% | +5.6% |
| 3Y | +104.7% | +34.1% | +70.6% | +78.8% |
| 5Y | +23.6% | +17.3% | +6.3% | +13.4% |
| 10Y | +54.1% | +284.9% | -230.8% | -13.9% |
| All | +2,812.9% | +5,976.9% | -3,164.0% | +509.8% |
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