+1,032.8%
DOV vs IBB
+560.8%
+472.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.3% |
| 3M | -9.4% | +23.6% | -33.0% | -19.9% |
| 6M | -12.6% | +22.6% | -35.2% | -22.6% |
| YTD | -0.5% | +25.7% | -26.2% | -13.2% |
| 1Y | +9.2% | +51.4% | -42.1% | -14.2% |
| 3Y | +34.1% | +64.4% | -30.3% | -0.1% |
| 5Y | +17.3% | +22.1% | -4.9% | +1.4% |
| 10Y | +284.9% | +132.5% | +152.5% | +123.7% |
| All | +1,032.8% | +560.8% | +472.0% | +172.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling