+0.6%
MOS vs DOV
+333.4%
-332.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.0% |
| 7D | +5.5% | -0.1% | +5.6% | +5.2% |
| 30D | +21.0% | +11.3% | +9.7% | +11.2% |
| 3M | -0.5% | +2.2% | -2.6% | -2.7% |
| 6M | +6.6% | -2.9% | +9.5% | +7.4% |
| YTD | -2.8% | +9.6% | -12.4% | -11.9% |
| 1Y | -8.1% | +16.7% | -24.7% | -20.7% |
| 3Y | -25.6% | +66.9% | -92.5% | -54.6% |
| 5Y | -29.8% | +32.0% | -61.8% | -49.0% |
| 10Y | +0.6% | +334.8% | -334.2% | -73.1% |
| All | +0.6% | +333.4% | -332.9% | -73.1% |
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