+71.2%
MSFU vs DOV
+53.2%
+18.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +1.3% |
| 7D | -6.9% | -1.9% | -5.0% | -6.1% |
| 30D | -5.1% | -9.9% | +4.7% | -0.5% |
| 3M | +44.6% | -12.1% | +56.8% | +52.1% |
| 6M | +32.8% | -10.4% | +43.2% | +36.3% |
| YTD | -10.1% | -3.3% | -6.7% | -12.4% |
| 1Y | -19.4% | +7.8% | -27.1% | -27.2% |
| 3Y | +26.2% | +36.3% | -10.2% | -3.6% |
| All | +71.2% | +53.2% | +18.0% | +9.6% |
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 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