+605.8%
MSCI vs DOV
+294.8%
+311.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.0% | -4.7% | -4.3% |
| 7D | -2.1% | +2.5% | -4.6% | -3.4% |
| 30D | -1.7% | -7.5% | +5.8% | +2.3% |
| 3M | -8.2% | -9.7% | +1.5% | -4.1% |
| 6M | -2.4% | -6.1% | +3.6% | -1.0% |
| YTD | -2.8% | +0.5% | -3.3% | -5.8% |
| 1Y | -2.7% | +10.5% | -13.2% | -11.2% |
| 3Y | +7.3% | +41.7% | -34.4% | -18.1% |
| 5Y | -11.4% | +18.4% | -29.9% | -25.4% |
| 10Y | +605.8% | +289.8% | +316.1% | +240.5% |
| All | +605.8% | +294.8% | +311.1% | +240.5% |
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