-3.5%
MSFU vs DOV
+21.2%
-24.7%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -0.4% | +13.9% | +13.4% |
| 7D | +8.2% | +2.2% | +5.9% | +8.3% |
| 30D | +10.2% | +11.2% | -1.0% | +10.7% |
| 3M | +22.9% | +1.6% | +21.3% | +22.1% |
| 6M | +63.2% | -3.2% | +66.4% | +58.0% |
| YTD | +11.7% | +9.7% | +2.0% | +7.6% |
| 1Y | -3.5% | +20.5% | -24.0% | -8.5% |
| All | -3.5% | +21.2% | -24.7% | -8.5% |
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