+133,470.8%
MSFT vs DOV
+5,976.9%
+127,493.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -3.0% | -2.4% |
| 7D | -2.7% | -2.7% | 0.0% | -1.6% |
| 30D | +2.7% | -8.1% | +10.8% | +6.3% |
| 3M | +17.0% | -9.4% | +26.4% | +21.2% |
| 6M | +23.8% | -12.6% | +36.4% | +29.3% |
| YTD | +4.0% | -0.5% | +4.5% | +2.4% |
| 1Y | -0.8% | +9.2% | -10.1% | -6.6% |
| 3Y | +55.6% | +34.1% | +21.5% | +31.4% |
| 5Y | +72.9% | +17.3% | +55.6% | +53.4% |
| 10Y | +875.8% | +284.9% | +590.9% | +405.5% |
| All | +133,470.8% | +5,976.9% | +127,493.9% | +20,491.3% |
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 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