+870.5%
MSFT vs DOV
+305.2%
+565.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | +0.3% |
| 7D | -1.0% | +1.3% | -2.4% | -1.6% |
| 30D | -2.7% | -8.6% | +6.0% | +1.1% |
| 3M | +22.1% | -13.1% | +35.2% | +29.0% |
| 6M | +20.6% | -8.8% | +29.4% | +23.6% |
| YTD | +2.3% | -1.2% | +3.5% | +0.7% |
| 1Y | -0.5% | +10.7% | -11.2% | -7.8% |
| 3Y | +50.5% | +39.3% | +11.2% | +21.4% |
| 5Y | +72.3% | +16.4% | +55.9% | +49.3% |
| All | +870.5% | +305.2% | +565.3% | +429.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling