+10.1%
DOV vs IBN
-8.1%
+18.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.2% |
| 7D | +1.3% | -5.1% | +6.4% | +2.8% |
| 30D | -8.6% | -3.5% | -5.1% | -7.8% |
| 3M | -13.1% | +11.3% | -24.5% | -16.0% |
| 6M | -8.8% | +4.4% | -13.3% | -11.2% |
| YTD | -1.2% | -1.8% | +0.6% | -2.7% |
| All | +10.1% | -8.1% | +18.2% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling