+1,049.0%
RMBS vs DOV
+1,661.3%
-612.4%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.0% |
| 7D | +3.0% | +2.5% | +0.4% | +1.2% |
| 30D | -14.4% | -7.5% | -6.9% | -9.7% |
| 3M | -42.8% | -9.7% | -33.2% | -38.7% |
| 6M | -1.4% | -6.1% | +4.7% | +3.6% |
| YTD | -5.4% | +0.5% | -5.9% | -5.0% |
| 1Y | +18.6% | +10.5% | +8.0% | +11.6% |
| 3Y | +57.3% | +41.7% | +15.6% | +28.8% |
| 5Y | +265.7% | +18.4% | +247.3% | +232.9% |
| 10Y | +546.0% | +289.8% | +256.3% | +152.3% |
| All | +1,049.0% | +1,661.3% | -612.4% | +102.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling