+5.6%
MSCI vs DOV
+29.1%
-23.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +3.0% | +3.0% | 0.0% | +1.5% |
| 30D | +17.8% | +8.6% | +9.2% | +12.8% |
| 3M | +15.2% | +1.9% | +13.3% | +13.7% |
| 6M | +16.5% | -1.7% | +18.2% | +15.9% |
| YTD | +16.4% | +8.3% | +8.0% | +7.5% |
| 1Y | +16.8% | +16.6% | +0.3% | +3.0% |
| 3Y | +35.8% | +65.1% | -29.4% | -13.0% |
| All | +5.6% | +29.1% | -23.5% | -18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling