+51.2%
RIO vs DOV
+65.5%
-14.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -0.9% | +3.0% | -3.9% | -2.0% |
| 30D | -9.1% | +8.6% | -17.7% | -12.0% |
| 3M | -13.7% | +1.9% | -15.5% | -14.4% |
| 6M | -24.3% | -1.7% | -22.7% | -24.2% |
| YTD | +8.9% | +8.3% | +0.6% | +5.1% |
| 1Y | +22.7% | +16.6% | +6.1% | +15.3% |
| 3Y | +51.2% | +65.1% | -14.0% | +13.1% |
| All | +51.2% | +65.5% | -14.4% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling