+554.5%
MSTR vs DOV
+361.0%
+193.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.5% | -7.1% | -5.8% |
| 7D | -4.0% | -1.4% | -2.6% | -3.1% |
| 30D | -18.6% | +12.8% | -31.4% | -25.4% |
| 3M | +25.6% | +1.1% | +24.4% | +24.2% |
| 6M | -33.1% | -2.6% | -30.4% | -32.7% |
| YTD | -17.3% | +9.9% | -27.2% | -24.0% |
| 1Y | -48.1% | +19.3% | -67.4% | -55.3% |
| 3Y | +154.2% | +68.4% | +85.8% | +77.2% |
| 5Y | +46.2% | +29.1% | +17.1% | +19.2% |
| 10Y | +554.5% | +340.2% | +214.4% | +254.0% |
| All | +554.5% | +361.0% | +193.6% | +254.0% |
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