+40.7%
DOV vs IBB
+68.6%
-27.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.4% |
| 7D | -2.7% | +1.4% | -4.1% | -3.4% |
| 30D | -8.1% | +10.5% | -18.6% | -13.0% |
| 3M | -9.4% | +23.6% | -33.0% | -19.8% |
| 6M | -12.6% | +22.6% | -35.2% | -22.4% |
| YTD | -0.5% | +25.7% | -26.2% | -13.2% |
| 1Y | +9.2% | +51.4% | -42.1% | -15.1% |
| All | +40.7% | +68.6% | -27.9% | +1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling