+150.2%
MOS vs DOV
+5,976.9%
-5,826.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.9% |
| 7D | +9.5% | -2.7% | +12.2% | +11.1% |
| 30D | +10.4% | -8.1% | +18.5% | +15.8% |
| 3M | +12.9% | -9.4% | +22.3% | +18.8% |
| 6M | +1.2% | -12.6% | +13.9% | +8.1% |
| YTD | +9.3% | -0.5% | +9.8% | +8.0% |
| 1Y | -18.0% | +9.2% | -27.2% | -23.8% |
| 3Y | -29.0% | +34.1% | -63.1% | -42.5% |
| 5Y | -9.6% | +17.3% | -26.8% | -22.0% |
| 10Y | +6.1% | +284.9% | -278.9% | -51.3% |
| All | +150.2% | +5,976.9% | -5,826.7% | -52.3% |
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