-2.7%
MSCI vs DOV
+10.7%
-13.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.0% | -4.7% | -3.8% |
| 7D | -2.1% | +2.5% | -4.6% | -2.0% |
| 30D | -1.7% | -7.5% | +5.8% | -1.9% |
| 3M | -8.2% | -9.7% | +1.5% | -8.6% |
| 6M | -2.4% | -6.1% | +3.6% | -3.3% |
| YTD | -2.8% | +0.5% | -3.3% | -5.7% |
| 1Y | -2.7% | +10.5% | -13.2% | -5.4% |
| All | -2.7% | +10.7% | -13.3% | -5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling