+224.4%
MRK vs DOV
+300.2%
-75.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | -4.3% | -2.0% | -2.3% | -3.8% |
| 30D | +8.3% | -8.9% | +17.2% | +10.9% |
| 3M | +20.0% | -13.3% | +33.3% | +24.2% |
| 6M | +25.7% | -9.7% | +35.3% | +28.3% |
| YTD | +38.7% | -2.5% | +41.2% | +38.7% |
| 1Y | +74.7% | +7.2% | +67.4% | +70.1% |
| 3Y | +45.4% | +39.4% | +6.0% | +29.7% |
| 5Y | +129.0% | +15.8% | +113.2% | +112.2% |
| All | +224.4% | +300.2% | -75.8% | +116.1% |
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