+1,428.5%
IBKR vs DOV
+739.9%
+688.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +1.7% |
| 7D | -1.3% | -2.0% | +0.6% | -0.3% |
| 30D | -0.2% | -8.9% | +8.7% | +5.2% |
| 3M | +3.0% | -13.3% | +16.2% | +10.9% |
| 6M | +33.9% | -9.7% | +43.5% | +40.6% |
| YTD | +42.5% | -2.5% | +45.0% | +43.3% |
| 1Y | +44.9% | +7.2% | +37.6% | +37.5% |
| 3Y | +293.0% | +39.4% | +253.6% | +220.9% |
| 5Y | +497.7% | +15.8% | +481.8% | +433.5% |
| 10Y | +1,004.4% | +297.5% | +706.9% | +384.8% |
| All | +1,428.5% | +739.9% | +688.7% | +241.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling