+72.2%
MSFU vs DOV
+59.3%
+13.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.8% |
| 7D | -3.2% | +2.5% | -5.7% | -4.3% |
| 30D | -3.1% | -7.5% | +4.4% | +0.4% |
| 3M | +35.3% | -9.7% | +45.0% | +40.4% |
| 6M | +31.6% | -6.1% | +37.7% | +32.0% |
| YTD | -9.5% | +0.5% | -10.0% | -13.4% |
| 1Y | -18.4% | +10.5% | -28.9% | -27.0% |
| 3Y | +26.9% | +41.7% | -14.8% | -4.8% |
| All | +72.2% | +59.3% | +13.0% | +8.3% |
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 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