+103.5%
RIO vs DOV
+16.3%
+87.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.6% |
| 7D | +1.0% | +1.3% | -0.4% | +0.4% |
| 30D | +4.0% | -8.6% | +12.7% | +8.1% |
| 3M | +4.5% | -13.1% | +17.7% | +10.7% |
| 6M | +17.3% | -8.8% | +26.2% | +21.4% |
| YTD | +36.2% | -1.2% | +37.4% | +36.0% |
| 1Y | +76.1% | +10.7% | +65.4% | +66.9% |
| 3Y | +102.5% | +39.3% | +63.2% | +67.7% |
| 5Y | +103.5% | +16.4% | +87.1% | +72.8% |
| All | +103.5% | +16.3% | +87.2% | +72.8% |
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