+53.1%
RSP vs DOV
+18.8%
+34.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.9% |
| 7D | -0.8% | -2.7% | +1.9% | +0.5% |
| 30D | -0.3% | -8.1% | +7.8% | +3.8% |
| 3M | +4.3% | -9.4% | +13.7% | +8.8% |
| 6M | +8.8% | -12.6% | +21.4% | +15.1% |
| YTD | +15.3% | -0.5% | +15.7% | +13.6% |
| 1Y | +18.3% | +9.2% | +9.0% | +10.5% |
| 3Y | +52.8% | +34.1% | +18.7% | +24.2% |
| All | +53.1% | +18.8% | +34.3% | +29.2% |
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 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