+86.2%
IWD vs DOV
+67.7%
+18.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.5% | -2.5% | +0.3% |
| 7D | +1.3% | -1.4% | +2.6% | +1.7% |
| 30D | +3.6% | +12.8% | -9.2% | -1.1% |
| 3M | +2.3% | +1.1% | +1.2% | +1.7% |
| 6M | +13.0% | -2.6% | +15.7% | +13.6% |
| YTD | +26.2% | +9.9% | +16.3% | +20.1% |
| 1Y | +30.5% | +19.3% | +11.1% | +19.9% |
| 3Y | +86.2% | +68.4% | +17.8% | +46.0% |
| All | +86.2% | +67.7% | +18.5% | +46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling