-84.1%
RIVN vs DOV
+14.6%
-98.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.9% |
| 7D | +1.8% | -2.0% | +3.8% | +3.6% |
| 30D | +0.6% | -8.9% | +9.5% | +9.0% |
| 3M | +3.2% | -13.3% | +16.4% | +14.9% |
| 6M | -3.7% | -9.7% | +5.9% | +2.5% |
| YTD | -18.7% | -2.5% | -16.2% | -20.3% |
| 1Y | +14.7% | +7.2% | +7.5% | +1.3% |
| 3Y | -31.5% | +39.4% | -70.9% | -57.3% |
| All | -84.1% | +14.6% | -98.7% | -86.6% |
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