+7.2%
DOV vs INDA
-8.4%
+15.7%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.4% |
| 7D | -2.0% | -2.7% | +0.7% | -0.7% |
| 30D | -8.9% | -2.8% | -6.1% | -7.7% |
| 3M | -13.3% | +1.6% | -14.9% | -13.9% |
| 6M | -9.7% | -1.4% | -8.2% | -10.2% |
| YTD | -2.5% | -10.1% | +7.7% | -3.1% |
| 1Y | +7.2% | -8.8% | +16.0% | +4.3% |
| All | +7.2% | -8.4% | +15.7% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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