+469.1%
DOV vs INDA
+115.1%
+354.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | -2.7% | +0.7% | -3.4% | -3.0% |
| 30D | -8.1% | -0.8% | -7.3% | -7.7% |
| 3M | -9.4% | +3.9% | -13.3% | -11.3% |
| 6M | -12.6% | -0.7% | -11.9% | -12.4% |
| YTD | -0.5% | -7.7% | +7.2% | +3.7% |
| 1Y | +9.2% | -5.1% | +14.3% | +12.0% |
| 3Y | +34.1% | +13.6% | +20.5% | +24.2% |
| 5Y | +17.3% | +7.8% | +9.5% | +11.5% |
| 10Y | +284.9% | +84.6% | +200.3% | +168.2% |
| All | +469.1% | +115.1% | +354.0% | +263.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling