+71.4%
MSFT vs DOV
+19.9%
+51.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.1% | -1.5% |
| 7D | -1.4% | +2.5% | -3.9% | -2.3% |
| 30D | -1.0% | -7.5% | +6.5% | +1.8% |
| 3M | +20.2% | -9.7% | +29.9% | +24.0% |
| 6M | +21.3% | -6.1% | +27.4% | +22.2% |
| YTD | +2.8% | +0.5% | +2.3% | +0.2% |
| 1Y | 0.0% | +10.5% | -10.6% | -7.1% |
| 3Y | +51.2% | +41.7% | +9.5% | +19.5% |
| 5Y | +71.4% | +18.4% | +53.0% | +46.3% |
| All | +71.4% | +19.9% | +51.5% | +46.3% |
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