+1,064.5%
MOD vs DOV
+325.7%
+738.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.9% | +0.2% | +27.6% | +27.6% |
| 7D | +40.4% | +3.0% | +37.4% | +36.8% |
| 30D | -14.0% | +8.6% | -22.6% | -20.5% |
| 3M | -33.3% | +1.9% | -35.2% | -34.5% |
| 6M | -51.4% | -1.7% | -49.7% | -50.3% |
| YTD | +1.6% | +8.3% | -6.7% | -4.7% |
| 1Y | +5.4% | +16.6% | -11.2% | -7.7% |
| 3Y | +191.0% | +65.1% | +125.9% | +93.4% |
| 5Y | +1,093.1% | +29.2% | +1,064.0% | +880.8% |
| All | +1,064.5% | +325.7% | +738.8% | +318.8% |
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