+16.6%
DOV vs IRM
+20.8%
-4.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +1.0% | +0.4% |
| 7D | +3.0% | +6.8% | -3.8% | +0.9% |
| 30D | +8.6% | +2.6% | +6.0% | +7.7% |
| 3M | +1.9% | -9.5% | +11.3% | +4.5% |
| 6M | -1.7% | -8.5% | +6.8% | +0.3% |
| YTD | +8.3% | +40.3% | -31.9% | -3.2% |
| 1Y | +16.6% | +28.7% | -12.1% | +7.9% |
| All | +16.6% | +20.8% | -4.2% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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