+118.0%
MOS vs DOV
+6,281.9%
-6,163.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -4.7% | +8.0% | +6.1% |
| 7D | +22.5% | -3.7% | +26.2% | +24.9% |
| 30D | +6.6% | +5.6% | +1.1% | +3.1% |
| 3M | -3.8% | -3.5% | -0.3% | -2.2% |
| 6M | -2.2% | -8.9% | +6.7% | +2.3% |
| YTD | -4.8% | +4.5% | -9.3% | -8.8% |
| 1Y | -11.7% | +13.9% | -25.6% | -19.6% |
| 3Y | -26.5% | +55.9% | -82.4% | -45.7% |
| 5Y | -32.2% | +25.8% | -58.0% | -43.8% |
| 10Y | +10.2% | +348.8% | -338.6% | -53.4% |
| All | +118.0% | +6,281.9% | -6,163.9% | -59.7% |
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 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