+73.9%
MUB vs DOV
+761.6%
-687.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | 0.0% |
| 7D | -0.9% | -2.7% | +1.8% | -0.8% |
| 30D | -1.4% | -8.1% | +6.7% | -1.3% |
| 3M | -2.2% | -9.4% | +7.3% | -2.0% |
| 6M | -1.9% | -12.6% | +10.7% | -1.7% |
| YTD | -0.8% | -0.5% | -0.3% | -0.8% |
| 1Y | +2.7% | +9.2% | -6.5% | +2.6% |
| 3Y | +8.6% | +34.1% | -25.5% | +7.9% |
| 5Y | +2.0% | +17.3% | -15.2% | +1.5% |
| 10Y | +17.9% | +284.9% | -267.0% | +16.2% |
| All | +73.9% | +761.6% | -687.7% | +71.4% |
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