+2,981.5%
MUU vs DOV
+11.5%
+2,970.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.9% | +10.7% | +10.1% |
| 7D | +17.4% | -2.7% | +20.0% | +22.4% |
| 30D | +24.0% | -8.1% | +32.0% | +41.5% |
| 3M | -23.9% | -9.4% | -14.5% | -5.3% |
| 6M | +284.4% | -12.6% | +297.0% | +389.2% |
| YTD | +583.7% | -0.5% | +584.2% | +693.6% |
| 1Y | +2,981.5% | +9.2% | +2,972.2% | +3,305.3% |
| All | +2,981.5% | +11.5% | +2,970.0% | +3,305.3% |
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