+290.5%
DOV vs RACE
+793.9%
-503.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.9% | +1.7% |
| 7D | -2.7% | -2.5% | -0.1% | -1.7% |
| 30D | -8.1% | +0.8% | -8.9% | -8.5% |
| 3M | -9.4% | +17.2% | -26.6% | -15.2% |
| 6M | -12.6% | +13.6% | -26.2% | -17.7% |
| YTD | -0.5% | +12.2% | -12.7% | -6.3% |
| 1Y | +9.2% | -16.3% | +25.5% | +14.9% |
| 3Y | +34.1% | +36.4% | -2.3% | +10.5% |
| 5Y | +17.3% | +95.0% | -77.7% | -19.3% |
| All | +290.5% | +793.9% | -503.4% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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