+10,266.7%
RTX vs DOV
+5,976.9%
+4,289.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.1% |
| 7D | -5.2% | -2.7% | -2.5% | -3.9% |
| 30D | -9.4% | -8.1% | -1.3% | -5.5% |
| 3M | +12.3% | -9.4% | +21.7% | +16.9% |
| 6M | -3.1% | -12.6% | +9.5% | +2.3% |
| YTD | +10.7% | -0.5% | +11.1% | +9.1% |
| 1Y | +28.4% | +9.2% | +19.2% | +20.2% |
| 3Y | +147.1% | +34.1% | +112.9% | +103.1% |
| 5Y | +167.2% | +17.3% | +150.0% | +130.7% |
| 10Y | +274.7% | +284.9% | -10.2% | +80.3% |
| All | +10,266.7% | +5,976.9% | +4,289.8% | +1,384.6% |
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