+537.0%
MS vs DOV
+324.7%
+212.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | +0.3% |
| 7D | +3.7% | +3.4% | +0.3% | +1.1% |
| 30D | +2.0% | +8.8% | -6.9% | -4.4% |
| 3M | -12.6% | +0.9% | -13.5% | -13.4% |
| 6M | -0.3% | -2.8% | +2.6% | +0.7% |
| YTD | +9.0% | +8.1% | +0.9% | +0.4% |
| 1Y | +13.9% | +15.2% | -1.4% | -0.5% |
| 3Y | +173.6% | +64.5% | +109.1% | +76.8% |
| 5Y | +122.0% | +28.9% | +93.1% | +71.4% |
| All | +537.0% | +324.7% | +212.3% | +116.4% |
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