+340.2%
DOV vs RBA
+236.6%
+103.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.4% | +2.1% | +3.7% |
| 7D | -1.4% | +2.5% | -3.9% | -2.2% |
| 30D | +12.8% | +11.6% | +1.2% | +8.6% |
| 3M | +1.1% | +1.5% | -0.4% | +0.2% |
| 6M | -2.6% | -6.6% | +4.0% | -1.5% |
| YTD | +9.9% | -6.3% | +16.2% | +10.3% |
| 1Y | +19.3% | -4.0% | +23.3% | +18.7% |
| 3Y | +68.4% | +47.3% | +21.1% | +42.6% |
| 5Y | +29.1% | +47.7% | -18.5% | +6.5% |
| 10Y | +340.2% | +224.7% | +115.4% | +144.3% |
| All | +340.2% | +236.6% | +103.6% | +144.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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