+690.7%
MSTR vs DOV
+294.8%
+396.0%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.0% | -5.4% | -5.1% |
| 7D | +9.3% | +2.5% | +6.8% | +7.5% |
| 30D | +36.5% | -7.5% | +44.0% | +44.0% |
| 3M | +7.3% | -9.7% | +17.0% | +13.9% |
| 6M | +2.2% | -6.1% | +8.3% | +5.1% |
| YTD | -10.2% | +0.5% | -10.6% | -11.7% |
| 1Y | -58.6% | +10.5% | -69.1% | -62.3% |
| 3Y | +283.2% | +41.7% | +241.5% | +203.2% |
| 5Y | +113.8% | +18.4% | +95.3% | +86.7% |
| 10Y | +690.7% | +289.8% | +401.0% | +365.9% |
| All | +690.7% | +294.8% | +396.0% | +365.9% |
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