+65.3%
RIG vs DOV
+13.3%
+52.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +2.6% |
| 7D | -4.2% | -1.9% | -2.2% | -2.8% |
| 30D | -0.7% | -9.9% | +9.2% | +7.0% |
| 3M | -4.0% | -12.1% | +8.1% | +4.4% |
| 6M | -6.3% | -10.4% | +4.1% | -1.5% |
| YTD | +39.7% | -3.3% | +43.0% | +37.9% |
| 1Y | +78.1% | +7.8% | +70.3% | +59.5% |
| 3Y | -29.5% | +36.3% | -65.8% | -47.7% |
| 5Y | +65.3% | +14.8% | +50.5% | +23.1% |
| All | +65.3% | +13.3% | +52.0% | +23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling