+201.7%
IWD vs DOV
+325.7%
-124.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +2.3% | +3.0% | -0.7% | +0.7% |
| 30D | +3.6% | +8.6% | -5.0% | -0.9% |
| 3M | +2.2% | +1.9% | +0.3% | +0.9% |
| 6M | +13.0% | -1.7% | +14.6% | +12.9% |
| YTD | +26.5% | +8.3% | +18.2% | +19.4% |
| 1Y | +30.1% | +16.6% | +13.6% | +18.1% |
| 3Y | +84.9% | +65.1% | +19.7% | +35.2% |
| 5Y | +73.4% | +29.2% | +44.2% | +42.4% |
| All | +201.7% | +325.7% | -124.0% | +43.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling