+2,683.6%
MUU vs DOV
+5.1%
+2,678.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.7% | +7.2% | +9.0% |
| 7D | +15.0% | +1.3% | +13.7% | +11.7% |
| 30D | +36.8% | -8.6% | +45.5% | +63.3% |
| 3M | -8.5% | -13.1% | +4.6% | +28.3% |
| 6M | +320.7% | -8.8% | +329.6% | +432.9% |
| YTD | +599.7% | -1.2% | +600.9% | +629.4% |
| 1Y | +2,569.2% | +10.7% | +2,558.5% | +2,022.2% |
| All | +2,683.6% | +5.1% | +2,678.5% | +2,675.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling