+303.5%
MXL vs DOV
+11.5%
+292.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.6% | +5.0% |
| 7D | +1.6% | -2.7% | +4.3% | +3.2% |
| 30D | -7.0% | -8.1% | +1.1% | -2.5% |
| 3M | -33.4% | -9.4% | -24.0% | -29.2% |
| 6M | +260.2% | -12.6% | +272.8% | +283.8% |
| YTD | +260.0% | -0.5% | +260.4% | +245.6% |
| 1Y | +303.5% | +9.2% | +294.2% | +245.6% |
| All | +303.5% | +11.5% | +292.0% | +245.6% |
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 · 6 months rolling