+49.9%
MSTR vs DOV
+25.3%
+24.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -1.0% |
| 7D | -1.2% | -1.9% | +0.7% | +0.8% |
| 30D | -15.9% | +8.3% | -24.2% | -22.8% |
| 3M | +33.1% | -3.1% | +36.2% | +37.2% |
| 6M | -31.0% | -9.8% | -21.2% | -24.6% |
| YTD | -15.1% | +5.2% | -20.3% | -23.1% |
| 1Y | -45.6% | +15.3% | -61.0% | -56.3% |
| 3Y | +180.5% | +58.8% | +121.7% | +48.2% |
| All | +49.9% | +25.3% | +24.7% | -11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling