+67.3%
MNST vs DOV
+65.5%
+1.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.7% | +1.9% |
| 7D | +1.6% | +3.0% | -1.4% | +1.2% |
| 30D | +5.1% | +8.6% | -3.5% | +3.7% |
| 3M | -0.5% | +1.9% | -2.3% | -0.8% |
| 6M | +8.1% | -1.7% | +9.8% | +8.2% |
| YTD | +21.2% | +8.3% | +12.9% | +19.8% |
| 1Y | +30.7% | +16.6% | +14.2% | +28.0% |
| 3Y | +67.3% | +65.1% | +2.2% | +50.7% |
| All | +67.3% | +65.5% | +1.8% | +50.7% |
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