+356.7%
IP vs DOV
+5,976.9%
-5,620.2%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.2% | +1.6% |
| 7D | -5.3% | -2.7% | -2.6% | -3.7% |
| 30D | -10.9% | -8.1% | -2.8% | -6.2% |
| 3M | +11.2% | -9.4% | +20.6% | +17.8% |
| 6M | -10.2% | -12.6% | +2.4% | -2.8% |
| YTD | -2.0% | -0.5% | -1.5% | -1.6% |
| 1Y | -19.1% | +9.2% | -28.3% | -23.3% |
| 3Y | +20.9% | +34.1% | -13.3% | 0.0% |
| 5Y | -17.8% | +17.3% | -35.1% | -27.5% |
| 10Y | +23.5% | +284.9% | -261.4% | -45.6% |
| All | +356.7% | +5,976.9% | -5,620.2% | -36.5% |
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 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