+992.3%
DOV vs IBN
+1,760.3%
-768.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.1% | +0.1% |
| 7D | +3.0% | +1.9% | +1.1% | +2.6% |
| 30D | +8.6% | +22.1% | -13.5% | +3.6% |
| 3M | +1.9% | +17.1% | -15.2% | -2.0% |
| 6M | -1.7% | +35.5% | -37.2% | -8.6% |
| YTD | +8.3% | +16.8% | -8.5% | +4.2% |
| 1Y | +16.6% | +12.4% | +4.2% | +13.1% |
| 3Y | +65.1% | +58.0% | +7.1% | +46.9% |
| 5Y | +29.2% | +73.7% | -44.6% | +12.0% |
| 10Y | +329.7% | +385.6% | -55.9% | +183.7% |
| All | +992.3% | +1,760.3% | -768.1% | +381.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling