+72.5%
RMD vs DOV
+65.5%
+7.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | +2.1% | +3.0% | -0.9% | +1.1% |
| 30D | +2.1% | +8.6% | -6.5% | -0.7% |
| 3M | +6.2% | +1.9% | +4.4% | +5.4% |
| 6M | +19.4% | -1.7% | +21.1% | +19.3% |
| YTD | +0.5% | +8.3% | -7.8% | -3.7% |
| 1Y | -3.9% | +16.6% | -20.5% | -10.6% |
| 3Y | +72.5% | +65.1% | +7.4% | +22.9% |
| All | +72.5% | +65.5% | +7.0% | +22.9% |
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