+14,700.0%
MO vs DOV
+6,035.5%
+8,664.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.2% |
| 7D | -2.0% | +2.5% | -4.5% | -2.5% |
| 30D | -0.3% | -7.5% | +7.3% | +1.3% |
| 3M | -2.9% | -9.7% | +6.7% | -1.3% |
| 6M | +5.8% | -6.1% | +11.9% | +6.5% |
| YTD | +22.0% | +0.5% | +21.5% | +21.0% |
| 1Y | +10.7% | +10.5% | +0.2% | +7.4% |
| 3Y | +94.4% | +41.7% | +52.7% | +76.4% |
| 5Y | +97.2% | +18.4% | +78.7% | +83.9% |
| 10Y | +103.0% | +289.8% | -186.8% | +46.9% |
| All | +14,700.0% | +6,035.5% | +8,664.5% | +5,142.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling