+255.6%
MXL vs DOV
+727.9%
-472.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.0% | +5.0% | +5.3% |
| 7D | +15.5% | +2.5% | +12.9% | +13.3% |
| 30D | -11.3% | -7.5% | -3.8% | -5.7% |
| 3M | -16.1% | -9.7% | -6.4% | -9.7% |
| 6M | +323.0% | -6.1% | +329.1% | +337.1% |
| YTD | +281.5% | +0.5% | +281.0% | +274.2% |
| 1Y | +319.3% | +10.5% | +308.8% | +281.8% |
| 3Y | +189.4% | +41.7% | +147.7% | +117.6% |
| 5Y | +26.0% | +18.4% | +7.6% | +9.6% |
| 10Y | +243.5% | +289.8% | -46.3% | +38.8% |
| All | +255.6% | +727.9% | -472.3% | -16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling