+16.7%
DOV vs RVTY
+70.8%
-54.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -0.1% | -0.7% | +0.6% | 0.0% |
| 30D | +11.3% | +1.7% | +9.5% | +11.0% |
| 3M | +2.2% | +36.8% | -34.6% | -3.4% |
| 6M | -2.9% | +60.1% | -63.0% | -11.7% |
| YTD | +9.6% | +64.0% | -54.4% | -3.2% |
| 1Y | +16.7% | +68.2% | -51.6% | +1.9% |
| All | +16.7% | +70.8% | -54.1% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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