+1,104.4%
IVZ vs DOV
+2,293.7%
-1,189.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.3% |
| 7D | +0.6% | -2.7% | +3.3% | +2.8% |
| 30D | +4.0% | -8.1% | +12.1% | +11.2% |
| 3M | +18.2% | -9.4% | +27.6% | +27.1% |
| 6M | +32.8% | -12.6% | +45.4% | +46.5% |
| YTD | +28.7% | -0.5% | +29.2% | +27.8% |
| 1Y | +55.4% | +9.2% | +46.1% | +41.6% |
| 3Y | +135.2% | +34.1% | +101.1% | +82.5% |
| 5Y | +64.2% | +17.3% | +46.9% | +43.0% |
| 10Y | +64.6% | +284.9% | -220.3% | -42.0% |
| All | +1,104.4% | +2,293.7% | -1,189.3% | +53.4% |
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