+503.6%
IBKR vs DOV
+14.8%
+488.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.6% |
| 7D | -1.3% | -2.0% | +0.6% | -0.2% |
| 30D | -0.2% | -8.9% | +8.7% | +5.6% |
| 3M | +3.0% | -13.3% | +16.2% | +11.6% |
| 6M | +33.9% | -9.7% | +43.5% | +40.8% |
| YTD | +42.5% | -2.5% | +45.0% | +42.8% |
| 1Y | +44.9% | +7.2% | +37.6% | +36.1% |
| 3Y | +293.0% | +39.4% | +253.6% | +214.7% |
| All | +503.6% | +14.8% | +488.8% | +473.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 5y: compounded portfolio wealth divided by compounded DOV 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…
5y analysis · Full analysis span regression · 6 months rolling