+343.6%
DOV vs RY
+360.6%
-16.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.7% |
| 7D | -1.9% | -0.9% | -1.0% | -1.2% |
| 30D | +8.3% | +5.9% | +2.4% | +3.3% |
| 3M | -3.1% | -4.3% | +1.2% | +0.2% |
| 6M | -9.8% | +12.1% | -21.9% | -18.4% |
| YTD | +5.2% | +20.3% | -15.1% | -10.3% |
| 1Y | +15.3% | +41.0% | -25.7% | -13.9% |
| 3Y | +58.8% | +157.5% | -98.8% | -29.9% |
| 5Y | +26.6% | +123.2% | -96.6% | -37.2% |
| All | +343.6% | +360.6% | -16.9% | +37.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling