+73.6%
IWD vs DOV
+19.9%
+53.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.2% |
| 7D | -0.2% | +2.5% | -2.7% | -1.3% |
| 30D | -0.8% | -7.5% | +6.7% | +2.6% |
| 3M | +8.0% | -9.7% | +17.7% | +12.5% |
| 6M | +18.2% | -6.1% | +24.3% | +20.4% |
| YTD | +22.3% | +0.5% | +21.8% | +20.4% |
| 1Y | +28.9% | +10.5% | +18.4% | +20.8% |
| 3Y | +71.5% | +41.7% | +29.8% | +38.9% |
| 5Y | +73.6% | +18.4% | +55.2% | +47.7% |
| All | +73.6% | +19.9% | +53.7% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling