+2,417.1%
MSCI vs DOV
+779.6%
+1,637.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.8% |
| 7D | +0.4% | -2.7% | +3.1% | +2.0% |
| 30D | +0.6% | -8.1% | +8.6% | +5.6% |
| 3M | -7.1% | -9.4% | +2.3% | -2.6% |
| 6M | +0.8% | -12.6% | +13.4% | +7.0% |
| YTD | +1.0% | -0.5% | +1.5% | -1.6% |
| 1Y | +4.3% | +9.2% | -4.9% | -4.7% |
| 3Y | +9.9% | +34.1% | -24.2% | -14.1% |
| 5Y | -6.8% | +17.3% | -24.0% | -20.9% |
| 10Y | +614.7% | +284.9% | +329.7% | +171.4% |
| All | +2,417.1% | +779.6% | +1,637.6% | +375.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling