+1,315.7%
MU vs DOV
+17.7%
+1,298.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.9% | +5.2% | +5.3% |
| 7D | +9.0% | -2.7% | +11.6% | +11.6% |
| 30D | +13.8% | -8.1% | +21.9% | +22.5% |
| 3M | +2.1% | -9.4% | +11.5% | +12.4% |
| 6M | +153.8% | -12.6% | +166.4% | +187.6% |
| YTD | +256.4% | -0.5% | +256.9% | +258.0% |
| 1Y | +719.8% | +9.2% | +710.5% | +653.0% |
| 3Y | +1,360.4% | +34.1% | +1,326.2% | +1,048.5% |
| All | +1,315.7% | +17.7% | +1,298.0% | +1,082.3% |
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