+309.5%
DOV vs RCAT
-98.4%
+407.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.9% | -2.9% | +0.9% |
| 7D | +2.5% | +5.4% | -2.9% | +2.5% |
| 30D | -7.5% | -5.6% | -1.9% | -7.5% |
| 3M | -9.7% | -30.2% | +20.5% | -9.6% |
| 6M | -6.1% | -43.4% | +37.3% | -5.9% |
| YTD | +0.5% | +9.6% | -9.2% | +0.2% |
| 1Y | +10.5% | -2.0% | +12.5% | +10.2% |
| 3Y | +41.7% | +825.0% | -783.3% | +39.6% |
| 5Y | +18.4% | +199.8% | -181.4% | +16.9% |
| All | +309.5% | -98.4% | +407.8% | +315.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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