+329.8%
DOV vs IBB
+130.8%
+199.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.1% |
| 7D | -0.7% | +0.8% | -1.5% | -1.1% |
| 30D | +12.3% | +5.2% | +7.1% | +9.1% |
| 3M | +1.2% | +8.6% | -7.4% | -3.8% |
| 6M | -3.1% | +27.8% | -30.9% | -16.2% |
| YTD | +9.4% | +28.8% | -19.4% | -6.2% |
| 1Y | +17.6% | +36.4% | -18.8% | -2.3% |
| 3Y | +66.5% | +89.3% | -22.8% | +14.2% |
| 5Y | +29.0% | +43.3% | -14.3% | +1.7% |
| 10Y | +329.8% | +130.6% | +199.2% | +155.1% |
| All | +329.8% | +130.8% | +199.1% | +155.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling