+1,106.2%
MPC vs DOV
+361.0%
+745.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.5% | +0.1% | +1.4% |
| 7D | -9.4% | -1.4% | -8.1% | -8.5% |
| 30D | -14.3% | +12.8% | -27.1% | -21.6% |
| 3M | +31.1% | +1.1% | +30.0% | +29.2% |
| 6M | +60.3% | -2.6% | +62.9% | +59.9% |
| YTD | +142.5% | +9.9% | +132.6% | +116.9% |
| 1Y | +104.6% | +19.3% | +85.3% | +71.2% |
| 3Y | +191.7% | +68.4% | +123.3% | +77.7% |
| 5Y | +549.2% | +29.1% | +520.1% | +376.0% |
| 10Y | +1,106.2% | +340.2% | +766.1% | +235.0% |
| All | +1,106.2% | +361.0% | +745.3% | +235.0% |
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