-48.3%
MUZ vs DOV
-2.2%
-46.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | -0.4% | +14.7% | +13.4% |
| 7D | +47.2% | +2.2% | +45.0% | +52.5% |
| 30D | +57.1% | +11.2% | +45.9% | +97.8% |
| 3M | -5.3% | +1.6% | -6.9% | -11.4% |
| All | -48.3% | -2.2% | -46.0% | -55.2% |
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 · Available span rolling