+10,035.4%
RTX vs DOV
+6,610.2%
+3,425.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.5% | -0.9% | +1.3% |
| 7D | -3.2% | -1.4% | -1.8% | -2.5% |
| 30D | +5.6% | +12.8% | -7.2% | -0.7% |
| 3M | -11.7% | +1.1% | -12.8% | -12.4% |
| 6M | +12.3% | -2.6% | +14.9% | +12.5% |
| YTD | +8.2% | +9.9% | -1.7% | +1.3% |
| 1Y | +12.6% | +19.3% | -6.7% | +1.0% |
| 3Y | +152.8% | +68.4% | +84.5% | +85.2% |
| 5Y | +140.2% | +29.1% | +111.1% | +97.5% |
| 10Y | +273.8% | +340.2% | -66.4% | +68.8% |
| All | +10,035.4% | +6,610.2% | +3,425.2% | +1,278.7% |
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 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