+58.8%
DOV vs IBB
+78.6%
-19.9%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.2% |
| 7D | -1.9% | -1.8% | 0.0% | -1.1% |
| 30D | +8.3% | +5.1% | +3.2% | +5.6% |
| 3M | -3.1% | +10.7% | -13.8% | -8.5% |
| 6M | -9.8% | +22.9% | -32.7% | -20.0% |
| YTD | +5.2% | +26.7% | -21.5% | -8.7% |
| 1Y | +15.3% | +35.1% | -19.8% | -3.8% |
| 3Y | +58.8% | +80.2% | -21.4% | +13.0% |
| All | +58.8% | +78.6% | -19.9% | +13.0% |
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