+54.2%
RGTI vs DOV
+35.5%
+18.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.1% |
| 7D | +0.5% | -2.0% | +2.4% | +2.3% |
| 30D | -17.1% | -8.9% | -8.2% | -9.8% |
| 3M | -26.0% | -13.3% | -12.7% | -16.3% |
| 6M | -9.9% | -9.7% | -0.2% | -2.6% |
| YTD | -31.1% | -2.5% | -28.6% | -30.9% |
| 1Y | -8.5% | +7.2% | -15.7% | -17.0% |
| 3Y | +652.2% | +39.4% | +612.8% | +495.4% |
| 5Y | +56.8% | +15.8% | +40.9% | +26.9% |
| All | +54.2% | +35.5% | +18.8% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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