+289.8%
DOV vs RY
+371.6%
-81.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.6% |
| 7D | +2.5% | +2.7% | -0.2% | +0.2% |
| 30D | -7.5% | -1.0% | -6.5% | -6.9% |
| 3M | -9.7% | +7.6% | -17.3% | -15.2% |
| 6M | -6.1% | +29.5% | -35.5% | -24.5% |
| YTD | +0.5% | +24.2% | -23.7% | -16.5% |
| 1Y | +10.5% | +46.4% | -35.9% | -20.1% |
| 3Y | +41.7% | +159.4% | -117.7% | -37.9% |
| 5Y | +18.4% | +141.8% | -123.4% | -45.3% |
| 10Y | +289.8% | +373.9% | -84.1% | -0.2% |
| All | +289.8% | +371.6% | -81.9% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling