+504.3%
MUU vs DOV
+21.2%
+483.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -0.4% | -13.6% | -13.3% |
| 7D | -35.9% | +2.2% | -38.1% | -38.8% |
| 30D | -47.1% | +11.2% | -58.3% | -56.3% |
| 3M | -29.8% | +1.6% | -31.4% | -32.1% |
| 6M | +16.0% | -3.2% | +19.2% | +30.3% |
| YTD | +286.1% | +9.7% | +276.4% | +269.0% |
| 1Y | +504.3% | +20.5% | +483.8% | +370.0% |
| All | +504.3% | +21.2% | +483.1% | +370.0% |
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 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