-42.2%
RIG vs DOV
+300.2%
-342.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.6% |
| 7D | -3.1% | -2.0% | -1.1% | -1.3% |
| 30D | -0.5% | -8.9% | +8.4% | +8.3% |
| 3M | -6.0% | -13.3% | +7.3% | +6.0% |
| 6M | -10.1% | -9.7% | -0.5% | -5.0% |
| YTD | +37.3% | -2.5% | +39.7% | +34.2% |
| 1Y | +73.9% | +7.2% | +66.7% | +53.2% |
| 3Y | -30.2% | +39.4% | -69.6% | -54.0% |
| 5Y | +62.5% | +15.8% | +46.6% | +26.8% |
| All | -42.2% | +300.2% | -342.4% | -86.2% |
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