+72,065.9%
MU vs DOV
+6,322.5%
+65,743.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +4.6% |
| 7D | -22.0% | -1.9% | -20.1% | -20.7% |
| 30D | -36.6% | +8.3% | -44.8% | -40.0% |
| 3M | -21.7% | -3.1% | -18.7% | -19.9% |
| 6M | +3.5% | -9.8% | +13.4% | +12.6% |
| YTD | +141.9% | +5.2% | +136.8% | +133.6% |
| 1Y | +189.8% | +15.3% | +174.5% | +161.5% |
| 3Y | +855.4% | +58.8% | +796.6% | +591.3% |
| 5Y | +869.2% | +26.6% | +842.6% | +721.5% |
| 10Y | +4,142.8% | +351.6% | +3,791.2% | +1,291.8% |
| All | +72,065.9% | +6,322.5% | +65,743.4% | +4,557.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling