+951.4%
IVZ vs DOV
+2,531.0%
-1,579.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.2% |
| 7D | +2.2% | -0.7% | +2.9% | +3.0% |
| 30D | -2.2% | +12.3% | -14.4% | -10.8% |
| 3M | -8.4% | +1.2% | -9.6% | -9.5% |
| 6M | +6.2% | -3.1% | +9.2% | +7.9% |
| YTD | +12.4% | +9.4% | +3.0% | +3.2% |
| 1Y | +26.0% | +17.6% | +8.4% | +9.0% |
| 3Y | +147.9% | +66.5% | +81.3% | +61.5% |
| 5Y | +38.8% | +29.0% | +9.8% | +11.9% |
| 10Y | +44.6% | +329.8% | -285.2% | -53.2% |
| All | +951.4% | +2,531.0% | -1,579.5% | +24.0% |
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