+9.0%
MSFT vs DOV
+21.2%
-12.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.4% | +7.1% | +6.7% |
| 7D | +4.7% | +2.2% | +2.4% | +4.7% |
| 30D | +5.8% | +11.2% | -5.3% | +6.0% |
| 3M | +13.0% | +1.6% | +11.4% | +12.6% |
| 6M | +34.9% | -3.2% | +38.1% | +32.7% |
| YTD | +15.7% | +9.7% | +5.9% | +13.3% |
| 1Y | +9.0% | +20.5% | -11.6% | +5.9% |
| All | +9.0% | +21.2% | -12.3% | +5.9% |
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