+302.4%
MXL vs DOV
+300.2%
+2.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.9% | +6.6% | +6.8% |
| 7D | +18.9% | -2.0% | +20.8% | +20.9% |
| 30D | +0.3% | -8.9% | +9.2% | +8.9% |
| 3M | -8.0% | -13.3% | +5.2% | +3.5% |
| 6M | +341.2% | -9.7% | +350.9% | +372.2% |
| YTD | +327.8% | -2.5% | +330.3% | +327.4% |
| 1Y | +364.9% | +7.2% | +357.7% | +326.6% |
| 3Y | +229.2% | +39.4% | +189.8% | +137.6% |
| 5Y | +42.8% | +15.8% | +26.9% | +21.5% |
| All | +302.4% | +300.2% | +2.3% | +91.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling