-57.4%
MUZ vs DOV
-2.3%
-55.1%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | +0.2% | -24.1% | -23.4% |
| 7D | -17.7% | -0.1% | -17.5% | -14.1% |
| 30D | +14.5% | +11.3% | +3.2% | +52.5% |
| 3M | -25.7% | +2.2% | -27.9% | -25.8% |
| All | -57.4% | -2.3% | -55.1% | -61.5% |
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 · Available span rolling