+6,084.9%
RIO vs DOV
+5,404.1%
+680.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.1% |
| 7D | 0.0% | -2.7% | +2.6% | +1.5% |
| 30D | +4.0% | -8.1% | +12.1% | +9.1% |
| 3M | +0.1% | -9.4% | +9.5% | +5.4% |
| 6M | +12.7% | -12.6% | +25.3% | +20.7% |
| YTD | +35.6% | -0.5% | +36.0% | +34.4% |
| 1Y | +73.7% | +9.2% | +64.4% | +62.2% |
| 3Y | +93.3% | +34.1% | +59.2% | +55.7% |
| 5Y | +92.4% | +17.3% | +75.2% | +63.8% |
| 10Y | +606.9% | +284.9% | +322.0% | +183.4% |
| All | +6,084.9% | +5,404.1% | +680.7% | +1,264.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling