+839.8%
MOD vs DOV
+333.4%
+506.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.3% |
| 7D | +8.2% | -0.1% | +8.3% | +8.8% |
| 30D | -38.2% | +11.3% | -49.5% | -44.2% |
| 3M | -46.2% | +2.2% | -48.4% | -47.4% |
| 6M | -62.5% | -2.9% | -59.6% | -61.2% |
| YTD | -20.1% | +9.6% | -29.7% | -26.0% |
| 1Y | -29.7% | +16.7% | -46.3% | -38.4% |
| 3Y | +136.2% | +66.9% | +69.3% | +55.3% |
| 5Y | +820.4% | +32.0% | +788.4% | +641.1% |
| 10Y | +839.8% | +334.8% | +505.1% | +234.1% |
| All | +839.8% | +333.4% | +506.4% | +234.1% |
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