-47.1%
MSTR vs DOV
+17.6%
-64.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -14.2% | -0.1% | -14.1% | -14.0% |
| 30D | -19.9% | +11.3% | -31.2% | -23.5% |
| 3M | +27.3% | +2.2% | +25.1% | +26.1% |
| 6M | -37.6% | -2.9% | -34.6% | -37.4% |
| YTD | -19.5% | +9.6% | -29.1% | -22.8% |
| 1Y | -47.1% | +16.7% | -63.8% | -50.2% |
| All | -47.1% | +17.6% | -64.7% | -50.2% |
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