-10.8%
RGTI vs DOV
-11.0%
+0.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.9% |
| 7D | -0.1% | -1.9% | +1.8% | +1.2% |
| 30D | -16.2% | -9.9% | -6.3% | -10.5% |
| 3M | -22.0% | -12.1% | -9.9% | -16.9% |
| 6M | -10.8% | -10.4% | -0.3% | -7.3% |
| All | -10.8% | -11.0% | +0.2% | -7.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling