+292.2%
DOV vs IBN
+324.2%
-32.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.3% |
| 7D | -2.0% | -3.0% | +1.0% | -1.1% |
| 30D | -8.9% | -1.5% | -7.4% | -8.5% |
| 3M | -13.3% | +7.9% | -21.2% | -15.4% |
| 6M | -9.7% | +8.6% | -18.3% | -12.1% |
| YTD | -2.5% | -0.6% | -1.9% | -2.6% |
| 1Y | +7.2% | -7.3% | +14.6% | +9.1% |
| 3Y | +39.4% | +26.2% | +13.2% | +27.5% |
| 5Y | +15.8% | +57.8% | -42.0% | -1.9% |
| All | +292.2% | +324.2% | -32.0% | +153.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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