+1,134.0%
MPC vs DOV
+294.8%
+839.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.3% | +1.6% |
| 7D | +3.9% | +2.5% | +1.3% | +2.0% |
| 30D | +33.8% | -7.5% | +41.3% | +41.0% |
| 3M | +49.9% | -9.7% | +59.5% | +58.7% |
| 6M | +80.9% | -6.1% | +87.0% | +83.2% |
| YTD | +147.4% | +0.5% | +146.9% | +137.2% |
| 1Y | +123.2% | +10.5% | +112.7% | +97.1% |
| 3Y | +171.7% | +41.7% | +130.0% | +90.6% |
| 5Y | +678.6% | +18.4% | +660.1% | +510.7% |
| 10Y | +1,134.0% | +289.8% | +844.3% | +313.6% |
| All | +1,134.0% | +294.8% | +839.3% | +313.6% |
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