+288.7%
DOV vs RUN
+43.4%
+245.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.9% |
| 7D | -1.9% | -3.4% | +1.4% | -1.6% |
| 30D | -9.9% | -14.0% | +4.1% | -8.5% |
| 3M | -12.1% | -27.5% | +15.4% | -9.5% |
| 6M | -10.4% | -29.0% | +18.5% | -8.1% |
| YTD | -3.3% | -53.1% | +49.8% | +2.2% |
| 1Y | +7.8% | -46.7% | +54.5% | +11.4% |
| 3Y | +36.3% | -38.3% | +74.6% | +20.9% |
| 5Y | +14.8% | -80.7% | +95.5% | +11.1% |
| All | +288.7% | +43.4% | +245.4% | +136.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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