-7.5%
IGV vs DOV
+21.2%
-28.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.8% |
| 7D | -7.5% | +2.2% | -9.7% | -7.3% |
| 30D | -5.6% | +11.2% | -16.8% | -4.9% |
| 3M | +1.5% | +1.6% | 0.0% | +1.4% |
| 6M | +17.1% | -3.2% | +20.3% | +16.1% |
| YTD | -2.0% | +9.7% | -11.7% | -6.3% |
| 1Y | -7.5% | +20.5% | -28.1% | -17.8% |
| All | -7.5% | +21.2% | -28.7% | -17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling