+283.9%
RTX vs DOV
+286.8%
-2.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | +0.4% |
| 7D | -1.6% | +1.3% | -2.9% | -2.4% |
| 30D | -11.6% | -8.6% | -2.9% | -6.8% |
| 3M | +9.2% | -13.1% | +22.3% | +17.2% |
| 6M | -4.4% | -8.8% | +4.4% | -0.8% |
| YTD | +8.9% | -1.2% | +10.1% | +7.0% |
| 1Y | +32.1% | +10.7% | +21.4% | +20.3% |
| 3Y | +151.2% | +39.3% | +112.0% | +88.6% |
| 5Y | +162.9% | +16.4% | +146.5% | +117.2% |
| 10Y | +283.9% | +302.5% | -18.5% | +61.4% |
| All | +283.9% | +286.8% | -2.9% | +61.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling