+264.6%
MP vs DOV
+142.4%
+122.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -3.0% | -3.0% |
| 7D | -3.6% | -0.7% | -2.9% | -2.8% |
| 30D | -21.0% | +12.3% | -33.2% | -28.4% |
| 3M | -33.3% | +1.2% | -34.5% | -34.0% |
| 6M | -45.9% | -3.1% | -42.9% | -45.1% |
| YTD | -27.8% | +9.4% | -37.2% | -34.5% |
| 1Y | -43.2% | +17.6% | -60.8% | -51.9% |
| 3Y | +144.0% | +66.5% | +77.5% | +41.1% |
| 5Y | -6.1% | +29.0% | -35.1% | -32.1% |
| All | +264.6% | +142.4% | +122.2% | +63.8% |
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