+515.6%
IQV vs DOV
+403.3%
+112.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.7% |
| 7D | +0.3% | +2.5% | -2.2% | -1.0% |
| 30D | +8.6% | -7.5% | +16.1% | +12.9% |
| 3M | +41.1% | -9.7% | +50.8% | +47.0% |
| 6M | +48.6% | -6.1% | +54.6% | +50.1% |
| YTD | +15.0% | +0.5% | +14.5% | +11.5% |
| 1Y | +38.1% | +10.5% | +27.6% | +26.6% |
| 3Y | +21.4% | +41.7% | -20.3% | -3.5% |
| 5Y | -1.0% | +18.4% | -19.5% | -14.4% |
| 10Y | +233.0% | +289.8% | -56.8% | +81.1% |
| All | +515.6% | +403.3% | +112.3% | +208.1% |
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