+346.0%
MNST vs DOV
+324.7%
+21.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.9% |
| 7D | -4.7% | +3.4% | -8.1% | -6.0% |
| 30D | +5.2% | +8.8% | -3.6% | +1.8% |
| 3M | -0.9% | +0.9% | -1.8% | -1.5% |
| 6M | +6.1% | -2.8% | +9.0% | +6.6% |
| YTD | +18.9% | +8.1% | +10.8% | +14.1% |
| 1Y | +29.3% | +15.2% | +14.1% | +20.9% |
| 3Y | +64.9% | +64.5% | +0.3% | +28.1% |
| 5Y | +98.0% | +28.9% | +69.1% | +68.7% |
| All | +346.0% | +324.7% | +21.3% | +149.9% |
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