+17.6%
MUB vs DOV
+286.8%
-269.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.4% |
| 7D | -0.7% | +1.3% | -2.0% | -0.8% |
| 30D | -2.0% | -8.6% | +6.7% | -1.6% |
| 3M | -2.5% | -13.1% | +10.6% | -2.0% |
| 6M | -2.3% | -8.8% | +6.5% | -2.0% |
| YTD | -1.3% | -1.2% | -0.1% | -1.3% |
| 1Y | +1.1% | +10.7% | -9.6% | +0.5% |
| 3Y | +8.2% | +39.3% | -31.1% | +6.0% |
| 5Y | +1.5% | +16.4% | -15.0% | 0.0% |
| 10Y | +17.6% | +302.5% | -284.9% | +11.1% |
| All | +17.6% | +286.8% | -269.2% | +11.1% |
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 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