+6,288.2%
MS vs DOV
+4,259.5%
+2,028.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | -0.5% |
| 7D | +1.4% | -2.7% | +4.0% | +3.5% |
| 30D | -0.3% | -8.1% | +7.8% | +6.3% |
| 3M | +0.3% | -9.4% | +9.7% | +7.3% |
| 6M | +31.3% | -12.6% | +43.9% | +43.5% |
| YTD | +24.7% | -0.5% | +25.1% | +22.7% |
| 1Y | +47.9% | +9.2% | +38.7% | +34.1% |
| 3Y | +178.3% | +34.1% | +144.2% | +113.7% |
| 5Y | +144.9% | +17.3% | +127.6% | +104.9% |
| 10Y | +804.5% | +284.9% | +519.6% | +195.2% |
| All | +6,288.2% | +4,259.5% | +2,028.7% | +590.3% |
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