+580.6%
RIO vs DOV
+296.6%
+284.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.1% | -2.1% | -3.1% |
| 7D | -3.4% | -1.9% | -1.4% | -2.3% |
| 30D | +0.6% | -9.9% | +10.5% | +6.3% |
| 3M | +2.5% | -12.1% | +14.6% | +9.3% |
| 6M | +10.8% | -10.4% | +21.2% | +16.6% |
| YTD | +30.5% | -3.3% | +33.8% | +31.5% |
| 1Y | +68.1% | +7.8% | +60.4% | +58.9% |
| 3Y | +94.0% | +36.3% | +57.7% | +55.9% |
| 5Y | +92.0% | +14.8% | +77.2% | +66.4% |
| All | +580.6% | +296.6% | +284.0% | +183.7% |
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