+40.7%
DOV vs RACE
+40.8%
-0.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.9% | +1.4% |
| 7D | -2.7% | -2.5% | -0.1% | -2.0% |
| 30D | -8.1% | +0.8% | -8.9% | -8.4% |
| 3M | -9.4% | +17.2% | -26.6% | -13.3% |
| 6M | -12.6% | +13.6% | -26.2% | -16.0% |
| YTD | -0.5% | +12.2% | -12.7% | -4.3% |
| 1Y | +9.2% | -16.3% | +25.5% | +13.2% |
| All | +40.7% | +40.8% | -0.1% | +20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling