+3,270.6%
MRSH vs DOV
+5,803.3%
-2,532.7%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +1.1% |
| 7D | -5.9% | -1.9% | -4.0% | -5.2% |
| 30D | -7.3% | -9.9% | +2.6% | -3.5% |
| 3M | +6.7% | -12.1% | +18.8% | +11.3% |
| 6M | +3.0% | -10.4% | +13.4% | +6.0% |
| YTD | -2.9% | -3.3% | +0.4% | -3.4% |
| 1Y | -9.0% | +7.8% | -16.7% | -13.8% |
| 3Y | -4.3% | +36.3% | -40.6% | -19.7% |
| 5Y | +19.4% | +14.8% | +4.6% | +6.2% |
| 10Y | +218.1% | +294.0% | -75.9% | +65.7% |
| All | +3,270.6% | +5,803.3% | -2,532.7% | +500.9% |
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 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