+167.1%
RTX vs DOV
+19.9%
+147.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.3% |
| 7D | -3.1% | +2.5% | -5.6% | -3.9% |
| 30D | -10.6% | -7.5% | -3.0% | -8.1% |
| 3M | +11.6% | -9.7% | +21.3% | +14.9% |
| 6M | -4.5% | -6.1% | +1.6% | -3.4% |
| YTD | +9.6% | +0.5% | +9.1% | +7.7% |
| 1Y | +30.8% | +10.5% | +20.3% | +23.5% |
| 3Y | +152.8% | +41.7% | +111.1% | +110.8% |
| 5Y | +167.1% | +18.4% | +148.7% | +141.0% |
| All | +167.1% | +19.9% | +147.2% | +141.0% |
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