+2,330.7%
MULL vs DOV
-6.4%
+2,337.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -4.8% |
| 7D | +3.6% | -1.9% | +5.5% | +8.1% |
| 30D | +22.0% | -9.9% | +31.9% | +51.3% |
| 3M | -8.6% | -12.1% | +3.5% | +27.1% |
| 6M | +248.5% | -10.4% | +258.9% | +365.3% |
| YTD | +516.3% | -3.3% | +519.6% | +574.8% |
| 1Y | +2,036.6% | +7.8% | +2,028.9% | +1,681.3% |
| All | +2,330.7% | -6.4% | +2,337.2% | +2,851.0% |
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