+475.1%
MULL vs DOV
+21.2%
+453.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -0.4% | -13.3% | -13.1% |
| 7D | -35.9% | +2.2% | -38.2% | -38.9% |
| 30D | -47.3% | +11.2% | -58.5% | -56.6% |
| 3M | -30.6% | +1.6% | -32.1% | -32.8% |
| 6M | +13.7% | -3.2% | +16.9% | +28.3% |
| YTD | +272.1% | +9.7% | +262.4% | +257.4% |
| 1Y | +475.1% | +20.5% | +454.5% | +349.2% |
| All | +475.1% | +21.2% | +453.9% | +349.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling