+345.8%
RIO vs DOV
+325.7%
+20.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -0.9% | +3.0% | -3.9% | -2.5% |
| 30D | -9.1% | +8.6% | -17.7% | -13.2% |
| 3M | -13.7% | +1.9% | -15.5% | -14.8% |
| 6M | -24.3% | -1.7% | -22.7% | -24.2% |
| YTD | +8.9% | +8.3% | +0.6% | +3.0% |
| 1Y | +22.7% | +16.6% | +6.1% | +11.5% |
| 3Y | +51.2% | +65.1% | -14.0% | +8.9% |
| 5Y | +88.1% | +29.2% | +59.0% | +52.9% |
| All | +345.8% | +325.7% | +20.2% | +76.4% |
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