+810.2%
MS vs DOV
+289.1%
+521.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | -0.4% |
| 7D | +1.4% | -2.7% | +4.0% | +3.4% |
| 30D | -0.3% | -8.1% | +7.8% | +6.2% |
| 3M | +0.3% | -9.4% | +9.7% | +7.1% |
| 6M | +31.3% | -12.6% | +43.9% | +43.3% |
| YTD | +24.7% | -0.5% | +25.1% | +22.5% |
| 1Y | +47.9% | +9.2% | +38.7% | +33.9% |
| 3Y | +178.3% | +34.1% | +144.2% | +112.5% |
| 5Y | +144.9% | +17.3% | +127.6% | +103.9% |
| All | +810.2% | +289.1% | +521.2% | +230.5% |
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