+8.5%
MOS vs DOV
+289.1%
-280.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.7% |
| 7D | +9.5% | -2.7% | +12.2% | +11.6% |
| 30D | +10.4% | -8.1% | +18.5% | +17.3% |
| 3M | +12.9% | -9.4% | +22.3% | +20.3% |
| 6M | +1.2% | -12.6% | +13.9% | +9.8% |
| YTD | +9.3% | -0.5% | +9.8% | +7.0% |
| 1Y | -18.0% | +9.2% | -27.2% | -26.0% |
| 3Y | -29.0% | +34.1% | -63.1% | -47.8% |
| 5Y | -9.6% | +17.3% | -26.8% | -27.7% |
| All | +8.5% | +289.1% | -280.6% | -64.7% |
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 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