+844.5%
MSCI vs DOV
+325.7%
+518.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +2.7% | +3.0% | -0.3% | +1.0% |
| 30D | +17.4% | +8.6% | +8.8% | +12.1% |
| 3M | +14.8% | +1.9% | +13.0% | +13.2% |
| 6M | +16.1% | -1.7% | +17.8% | +15.5% |
| YTD | +16.0% | +8.3% | +7.7% | +7.6% |
| 1Y | +16.4% | +16.6% | -0.1% | +3.3% |
| 3Y | +35.3% | +65.1% | -29.8% | -6.4% |
| 5Y | +6.6% | +29.2% | -22.5% | -14.9% |
| All | +844.5% | +325.7% | +518.8% | +346.6% |
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 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