+139,699.0%
MSFT vs DOV
+6,499.6%
+133,199.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.9% |
| 7D | -2.4% | +3.4% | -5.8% | -3.8% |
| 30D | -3.8% | +8.8% | -12.6% | -7.3% |
| 3M | +6.4% | +0.9% | +5.5% | +5.7% |
| 6M | +28.8% | -2.8% | +31.6% | +29.2% |
| YTD | +8.8% | +8.1% | +0.7% | +3.4% |
| 1Y | +3.2% | +15.2% | -12.1% | -4.8% |
| 3Y | +44.8% | +64.5% | -19.8% | +12.1% |
| 5Y | +61.8% | +28.9% | +33.0% | +37.9% |
| 10Y | +897.9% | +328.7% | +569.2% | +395.6% |
| All | +139,699.0% | +6,499.6% | +133,199.4% | +20,678.6% |
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