+18.2%
DOV vs RACE
+3.0%
+15.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +4.3% |
| 7D | -1.4% | +3.9% | -5.3% | -2.2% |
| 30D | +12.8% | +7.4% | +5.4% | +11.0% |
| 3M | +1.1% | +1.6% | -0.5% | +0.7% |
| 6M | -2.6% | +23.3% | -25.9% | -7.5% |
| YTD | +9.9% | +14.7% | -4.8% | +5.1% |
| All | +18.2% | +3.0% | +15.2% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling