+1,272.2%
MUU vs DOV
+15.2%
+1,257.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.5% | -5.7% |
| 7D | +24.7% | +3.0% | +21.7% | +18.1% |
| 30D | -35.1% | +8.6% | -43.7% | -42.9% |
| 3M | -44.3% | +1.9% | -46.1% | -45.1% |
| 6M | -44.4% | -1.7% | -42.7% | -37.5% |
| YTD | +244.9% | +8.3% | +236.6% | +206.3% |
| 1Y | +365.6% | +16.6% | +349.1% | +252.7% |
| All | +1,272.2% | +15.2% | +1,257.0% | +1,065.7% |
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