-1.2%
IQV vs DOV
+13.3%
-14.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +1.3% |
| 7D | -5.3% | -1.9% | -3.3% | -4.3% |
| 30D | +5.5% | -9.9% | +15.4% | +11.6% |
| 3M | +41.2% | -12.1% | +53.4% | +49.6% |
| 6M | +50.5% | -10.4% | +61.0% | +55.7% |
| YTD | +14.1% | -3.3% | +17.5% | +11.5% |
| 1Y | +39.9% | +7.8% | +32.2% | +26.4% |
| 3Y | +20.5% | +36.3% | -15.8% | -9.9% |
| 5Y | -1.2% | +14.8% | -16.0% | -19.8% |
| All | -1.2% | +13.3% | -14.5% | -19.8% |
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 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