+2,396.1%
MUU vs DOV
+3.8%
+2,392.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -2.9% |
| 7D | -8.2% | -2.0% | -6.2% | -4.5% |
| 30D | +10.2% | -8.9% | +19.1% | +32.6% |
| 3M | -26.5% | -13.3% | -13.2% | +2.7% |
| 6M | +227.2% | -9.7% | +236.9% | +323.7% |
| YTD | +527.4% | -2.5% | +529.9% | +572.6% |
| 1Y | +1,843.7% | +7.2% | +1,836.4% | +1,560.3% |
| All | +2,396.1% | +3.8% | +2,392.3% | +2,459.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling