+13.3%
RTX vs DOV
+15.4%
-2.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.2% |
| 7D | +3.4% | +3.4% | 0.0% | +2.8% |
| 30D | +8.4% | +8.8% | -0.4% | +7.3% |
| 3M | -10.7% | +0.9% | -11.6% | -10.9% |
| 6M | +11.7% | -2.8% | +14.6% | +11.2% |
| YTD | +9.3% | +8.1% | +1.2% | +5.7% |
| 1Y | +13.3% | +15.2% | -2.0% | +8.1% |
| All | +13.3% | +15.4% | -2.1% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling