+855.4%
MU vs DOV
+57.1%
+798.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +4.5% |
| 7D | -22.0% | -1.9% | -20.1% | -20.2% |
| 30D | -36.6% | +8.3% | -44.8% | -40.9% |
| 3M | -21.7% | -3.1% | -18.7% | -19.2% |
| 6M | +3.5% | -9.8% | +13.4% | +15.5% |
| YTD | +141.9% | +5.2% | +136.8% | +130.4% |
| 1Y | +189.8% | +15.3% | +174.5% | +151.8% |
| 3Y | +855.4% | +58.8% | +796.6% | +582.7% |
| All | +855.4% | +57.1% | +798.2% | +582.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling