+989.8%
DOV vs IBN
+1,753.3%
-763.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | +3.4% | +5.7% | -2.3% | +2.1% |
| 30D | +8.8% | +20.5% | -11.7% | +4.1% |
| 3M | +0.9% | +15.2% | -14.3% | -2.5% |
| 6M | -2.8% | +34.5% | -37.4% | -9.5% |
| YTD | +8.1% | +16.4% | -8.3% | +4.0% |
| 1Y | +15.2% | +13.5% | +1.7% | +11.5% |
| 3Y | +64.5% | +55.4% | +9.1% | +46.9% |
| 5Y | +28.9% | +73.1% | -44.2% | +11.9% |
| 10Y | +328.7% | +383.7% | -55.0% | +183.2% |
| All | +989.8% | +1,753.3% | -763.5% | +380.8% |
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 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