+53.9%
RMD vs DOV
+42.3%
+11.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.5% |
| 7D | -4.5% | +2.5% | -7.0% | -5.3% |
| 30D | +4.6% | -7.5% | +12.1% | +7.3% |
| 3M | +14.8% | -9.7% | +24.5% | +18.2% |
| 6M | -12.1% | -6.1% | -6.0% | -11.1% |
| YTD | -7.5% | +0.5% | -8.0% | -9.0% |
| 1Y | -20.1% | +10.5% | -30.6% | -24.3% |
| 3Y | +53.9% | +41.7% | +12.2% | +21.2% |
| All | +53.9% | +42.3% | +11.6% | +21.2% |
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