+103.9%
MSFU vs DOV
+74.2%
+29.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.5% | +1.0% | +3.3% |
| 7D | +14.6% | -1.4% | +15.9% | +15.4% |
| 30D | +2.1% | +12.8% | -10.7% | -3.6% |
| 3M | +14.7% | +1.1% | +13.5% | +13.8% |
| 6M | +55.7% | -2.6% | +58.3% | +55.5% |
| YTD | +7.1% | +9.9% | -2.8% | -1.8% |
| 1Y | -0.5% | +19.3% | -19.8% | -13.6% |
| 3Y | +35.7% | +68.4% | -32.6% | -7.8% |
| All | +103.9% | +74.2% | +29.7% | +22.8% |
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