+5,778.3%
MU vs DOV
+294.8%
+5,483.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -2.4% |
| 7D | +7.2% | +2.5% | +4.6% | +5.1% |
| 30D | +14.0% | -7.5% | +21.5% | +21.0% |
| 3M | +5.4% | -9.7% | +15.1% | +15.0% |
| 6M | +170.3% | -6.1% | +176.4% | +185.8% |
| YTD | +250.7% | +0.5% | +250.2% | +249.9% |
| 1Y | +662.1% | +10.5% | +651.6% | +602.4% |
| 3Y | +1,341.2% | +41.7% | +1,299.5% | +1,019.4% |
| 5Y | +1,319.3% | +18.4% | +1,300.9% | +1,143.6% |
| 10Y | +5,778.3% | +289.8% | +5,488.5% | +2,722.5% |
| All | +5,778.3% | +294.8% | +5,483.5% | +2,722.5% |
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