+1,127.7%
RSP vs DOV
+1,453.8%
-326.0%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.0% |
| 7D | -0.8% | -2.7% | +1.9% | +0.7% |
| 30D | -0.3% | -8.1% | +7.8% | +4.4% |
| 3M | +4.3% | -9.4% | +13.7% | +9.4% |
| 6M | +8.8% | -12.6% | +21.4% | +15.9% |
| YTD | +15.3% | -0.5% | +15.7% | +13.8% |
| 1Y | +18.3% | +9.2% | +9.0% | +10.2% |
| 3Y | +52.8% | +34.1% | +18.7% | +24.2% |
| 5Y | +51.7% | +17.3% | +34.5% | +31.1% |
| 10Y | +208.5% | +284.9% | -76.5% | +30.3% |
| All | +1,127.7% | +1,453.8% | -326.0% | +99.8% |
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