+3,763.3%
MRK vs DOV
+6,035.5%
-2,272.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.5% |
| 7D | -0.9% | +2.5% | -3.5% | -1.6% |
| 30D | +15.5% | -7.5% | +23.0% | +17.9% |
| 3M | +25.1% | -9.7% | +34.8% | +28.1% |
| 6M | +30.1% | -6.1% | +36.2% | +31.6% |
| YTD | +43.1% | +0.5% | +42.6% | +42.0% |
| 1Y | +82.5% | +10.5% | +71.9% | +76.1% |
| 3Y | +49.3% | +41.7% | +7.6% | +32.8% |
| 5Y | +130.3% | +18.4% | +111.8% | +111.5% |
| 10Y | +234.3% | +289.8% | -55.4% | +113.0% |
| All | +3,763.3% | +6,035.5% | -2,272.2% | +891.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling