+779.7%
MSCI vs DOV
+361.0%
+418.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.5% | -3.6% | -1.5% |
| 7D | +1.5% | -1.4% | +2.8% | +2.1% |
| 30D | +14.4% | +12.8% | +1.6% | +7.0% |
| 3M | +15.2% | +1.1% | +14.1% | +14.0% |
| 6M | +11.2% | -2.6% | +13.8% | +11.2% |
| YTD | +13.9% | +9.9% | +4.0% | +4.9% |
| 1Y | +12.5% | +19.3% | -6.8% | -1.5% |
| 3Y | +32.3% | +68.4% | -36.1% | -9.4% |
| 5Y | +4.9% | +29.1% | -24.3% | -16.2% |
| 10Y | +779.7% | +340.2% | +439.5% | +313.1% |
| All | +779.7% | +361.0% | +418.7% | +313.1% |
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