+2,715.8%
MSCI vs DOV
+829.6%
+1,886.3%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.6% |
| 7D | +2.8% | -1.9% | +4.7% | +3.9% |
| 30D | +15.4% | +8.3% | +7.2% | +9.9% |
| 3M | +13.4% | -3.1% | +16.5% | +15.0% |
| 6M | +10.9% | -9.8% | +20.7% | +16.0% |
| YTD | +13.0% | +5.2% | +7.8% | +6.2% |
| 1Y | +12.0% | +15.3% | -3.3% | -0.6% |
| 3Y | +34.1% | +58.8% | -24.7% | -5.7% |
| 5Y | +3.9% | +26.6% | -22.7% | -16.0% |
| 10Y | +802.0% | +351.6% | +450.4% | +211.4% |
| All | +2,715.8% | +829.6% | +1,886.3% | +412.7% |
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