+329.8%
DOV vs RACE
+740.2%
-410.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | -0.7% | +0.2% | -1.0% | -0.8% |
| 30D | +12.3% | +6.6% | +5.6% | +9.4% |
| 3M | +1.2% | +2.2% | -1.0% | 0.0% |
| 6M | -3.1% | +22.4% | -25.5% | -11.3% |
| YTD | +9.4% | +13.8% | -4.4% | +2.3% |
| 1Y | +17.6% | +2.2% | +15.4% | +14.7% |
| 3Y | +66.5% | +25.6% | +40.9% | +42.4% |
| 5Y | +29.0% | +71.0% | -42.0% | -6.0% |
| 10Y | +329.8% | +739.1% | -409.3% | +89.0% |
| All | +329.8% | +740.2% | -410.4% | +89.0% |
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