+329.1%
DOV vs RRC
+73.1%
+256.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +3.0% | +6.4% | -3.4% | +2.2% |
| 30D | +8.6% | +23.9% | -15.3% | +5.5% |
| 3M | +1.9% | +30.2% | -28.3% | -1.8% |
| 6M | -1.7% | +26.3% | -27.9% | -5.1% |
| YTD | +8.3% | +48.1% | -39.7% | +2.1% |
| 1Y | +16.6% | +37.7% | -21.1% | +10.8% |
| 3Y | +65.1% | +60.3% | +4.8% | +52.3% |
| 5Y | +29.2% | +135.3% | -106.1% | +10.8% |
| All | +329.1% | +73.1% | +256.1% | +238.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling