+54.7%
MNST vs DOV
+39.5%
+15.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.7% |
| 7D | -6.5% | -2.7% | -3.8% | -6.1% |
| 30D | -7.2% | -8.1% | +0.9% | -6.0% |
| 3M | -1.0% | -9.4% | +8.4% | +0.4% |
| 6M | +11.5% | -12.6% | +24.1% | +13.4% |
| YTD | +14.3% | -0.5% | +14.8% | +14.4% |
| 1Y | +38.1% | +9.2% | +28.9% | +36.4% |
| All | +54.7% | +39.5% | +15.2% | +41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling