+20.5%
DOV vs RRC
+44.7%
-24.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | -0.6% |
| 7D | +2.2% | -6.8% | +9.0% | +1.9% |
| 30D | +11.2% | +34.7% | -23.6% | +14.3% |
| 3M | +1.6% | +31.5% | -29.9% | +4.2% |
| 6M | -3.2% | +21.8% | -25.0% | -1.2% |
| YTD | +9.7% | +48.9% | -39.1% | +12.1% |
| 1Y | +20.5% | +42.1% | -21.6% | +23.1% |
| All | +20.5% | +44.7% | -24.1% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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