+240.4%
MNST vs DOV
+294.8%
-54.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.9% |
| 7D | -4.1% | +2.5% | -6.6% | -5.0% |
| 30D | -4.5% | -7.5% | +3.0% | -1.8% |
| 3M | -2.5% | -9.7% | +7.2% | +0.9% |
| 6M | +14.1% | -6.1% | +20.2% | +16.1% |
| YTD | +12.6% | +0.5% | +12.1% | +11.3% |
| 1Y | +36.9% | +10.5% | +26.4% | +30.1% |
| 3Y | +53.1% | +41.7% | +11.4% | +27.3% |
| 5Y | +78.2% | +18.4% | +59.8% | +57.4% |
| 10Y | +240.4% | +289.8% | -49.4% | +99.1% |
| All | +240.4% | +294.8% | -54.4% | +99.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling