+292.2%
DOV vs RRX
+228.4%
+63.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | -0.8% |
| 7D | -2.0% | -0.3% | -1.6% | -1.8% |
| 30D | -8.9% | -6.1% | -2.8% | -6.3% |
| 3M | -13.3% | -23.1% | +9.8% | -3.9% |
| 6M | -9.7% | -19.5% | +9.9% | -3.7% |
| YTD | -2.5% | +16.1% | -18.5% | -14.5% |
| 1Y | +7.2% | +12.9% | -5.7% | -5.6% |
| 3Y | +39.4% | +7.9% | +31.5% | +17.0% |
| 5Y | +15.8% | +19.1% | -3.3% | -12.4% |
| All | +292.2% | +228.4% | +63.8% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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