+642.2%
MPC vs DOV
+17.7%
+624.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.1% |
| 7D | +5.4% | -2.7% | +8.1% | +6.6% |
| 30D | +31.0% | -8.1% | +39.1% | +35.5% |
| 3M | +46.0% | -9.4% | +55.4% | +51.0% |
| 6M | +77.3% | -12.6% | +89.9% | +84.9% |
| YTD | +141.9% | -0.5% | +142.4% | +136.1% |
| 1Y | +120.9% | +9.2% | +111.7% | +104.6% |
| 3Y | +182.7% | +34.1% | +148.6% | +134.6% |
| All | +642.2% | +17.7% | +624.5% | +525.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling