+90.0%
RSG vs DOV
+14.8%
+75.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | 0.0% | -2.0% | +2.0% | +0.4% |
| 30D | +4.0% | -8.9% | +12.9% | +5.8% |
| 3M | +7.4% | -13.3% | +20.6% | +10.1% |
| 6M | +0.1% | -9.7% | +9.8% | +1.5% |
| YTD | +6.0% | -2.5% | +8.5% | +5.4% |
| 1Y | -3.0% | +7.2% | -10.2% | -5.7% |
| 3Y | +56.5% | +39.4% | +17.1% | +37.9% |
| All | +90.0% | +14.8% | +75.2% | +78.7% |
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 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