+15.2%
DOV vs IBN
+13.1%
+2.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | +3.4% | +5.7% | -2.3% | +1.7% |
| 30D | +8.8% | +20.5% | -11.7% | +2.2% |
| 3M | +0.9% | +15.2% | -14.3% | -3.7% |
| 6M | -2.8% | +34.5% | -37.4% | -13.7% |
| YTD | +8.1% | +16.4% | -8.3% | +1.8% |
| 1Y | +15.2% | +13.5% | +1.7% | +8.8% |
| All | +15.2% | +13.1% | +2.2% | +8.8% |
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