-42.3%
MSTR vs DOV
+21.2%
-63.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.3% |
| 7D | -1.8% | +2.2% | -4.1% | -2.8% |
| 30D | -13.3% | +11.2% | -24.5% | -17.3% |
| 3M | +46.0% | +1.6% | +44.4% | +44.7% |
| 6M | -22.4% | -3.2% | -19.2% | -22.1% |
| YTD | -6.2% | +9.7% | -15.9% | -11.1% |
| 1Y | -42.3% | +20.5% | -62.8% | -49.7% |
| All | -42.3% | +21.2% | -63.5% | -49.7% |
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