+41,132.7%
RMD vs DOV
+2,889.8%
+38,242.9%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | -5.0% | -2.7% | -2.3% | -4.1% |
| 30D | +2.2% | -8.1% | +10.3% | +5.3% |
| 3M | +17.8% | -9.4% | +27.3% | +21.5% |
| 6M | -11.3% | -12.6% | +1.3% | -7.6% |
| YTD | -4.4% | -0.5% | -3.9% | -5.2% |
| 1Y | -15.7% | +9.2% | -25.0% | -19.4% |
| 3Y | +47.7% | +34.1% | +13.6% | +29.7% |
| 5Y | -19.2% | +17.3% | -36.5% | -26.4% |
| 10Y | +280.4% | +284.9% | -4.5% | +124.0% |
| All | +41,132.7% | +2,889.8% | +38,242.9% | +14,163.9% |
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 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