+152.8%
RTX vs DOV
+67.7%
+85.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.5% | -0.9% | +2.4% |
| 7D | -3.2% | -1.4% | -1.8% | -2.9% |
| 30D | +5.6% | +12.8% | -7.2% | +2.2% |
| 3M | -11.7% | +1.1% | -12.8% | -12.0% |
| 6M | +12.3% | -2.6% | +14.9% | +12.5% |
| YTD | +8.2% | +9.9% | -1.7% | +3.8% |
| 1Y | +12.6% | +19.3% | -6.7% | +5.1% |
| 3Y | +152.8% | +68.4% | +84.5% | +132.7% |
| All | +152.8% | +67.7% | +85.1% | +132.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling