+1,098.3%
MPC vs DOV
+333.6%
+764.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | -8.8% | -0.7% | -8.1% | -8.3% |
| 30D | -14.4% | +12.3% | -26.7% | -21.5% |
| 3M | +21.9% | +1.2% | +20.8% | +20.2% |
| 6M | +60.1% | -3.1% | +63.2% | +60.3% |
| YTD | +142.3% | +9.4% | +132.9% | +117.5% |
| 1Y | +101.7% | +17.6% | +84.1% | +70.6% |
| 3Y | +184.8% | +66.5% | +118.2% | +74.9% |
| 5Y | +564.6% | +29.0% | +535.6% | +387.1% |
| 10Y | +1,098.3% | +329.8% | +768.5% | +238.0% |
| All | +1,098.3% | +333.6% | +764.8% | +238.0% |
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