+30.3%
MNST vs DOV
+18.5%
+11.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.5% | -4.7% | -1.0% |
| 7D | -5.0% | -1.4% | -3.6% | -4.7% |
| 30D | +4.6% | +12.8% | -8.2% | +2.2% |
| 3M | +1.0% | +1.1% | -0.1% | +0.7% |
| 6M | +5.8% | -2.6% | +8.4% | +6.0% |
| YTD | +19.1% | +9.9% | +9.2% | +20.5% |
| All | +30.3% | +18.5% | +11.8% | +32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling