+76.3%
MSFU vs DOV
+57.7%
+18.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -4.6% |
| 7D | -5.7% | -2.7% | -3.0% | -4.5% |
| 30D | +4.2% | -8.1% | +12.3% | +8.3% |
| 3M | +27.9% | -9.4% | +37.3% | +32.6% |
| 6M | +37.1% | -12.6% | +49.7% | +43.0% |
| YTD | -7.4% | -0.5% | -6.9% | -10.9% |
| 1Y | -19.6% | +9.2% | -28.9% | -27.6% |
| 3Y | +33.2% | +34.1% | -0.9% | +3.7% |
| All | +76.3% | +57.7% | +18.6% | +11.4% |
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