+2,620.0%
MUU vs DOV
+5.9%
+2,614.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.9% | +10.7% | +9.6% |
| 7D | +17.4% | -2.7% | +20.0% | +23.9% |
| 30D | +24.0% | -8.1% | +32.0% | +46.7% |
| 3M | -23.9% | -9.4% | -14.5% | -1.9% |
| 6M | +284.4% | -12.6% | +297.0% | +435.2% |
| YTD | +583.7% | -0.5% | +584.2% | +604.3% |
| 1Y | +2,981.5% | +9.2% | +2,972.2% | +2,437.0% |
| All | +2,620.0% | +5.9% | +2,614.2% | +2,580.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling