+206.1%
MXL vs DOV
+35.8%
+170.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -0.9% | -1.3% |
| 7D | +16.6% | -1.9% | +18.6% | +18.5% |
| 30D | +0.5% | -9.9% | +10.3% | +9.6% |
| 3M | -3.6% | -12.1% | +8.5% | +7.2% |
| 6M | +328.0% | -10.4% | +338.5% | +357.1% |
| YTD | +297.8% | -3.3% | +301.1% | +294.6% |
| 1Y | +339.4% | +7.8% | +331.6% | +291.1% |
| All | +206.1% | +35.8% | +170.3% | +129.2% |
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 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 · 6 months rolling