+749.4%
IWD vs DOV
+935.4%
-185.9%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | +3.6% | +11.3% | -7.7% | -1.9% |
| 3M | +2.7% | +2.2% | +0.5% | +1.3% |
| 6M | +13.2% | -2.9% | +16.1% | +13.9% |
| YTD | +26.8% | +9.6% | +17.1% | +19.4% |
| 1Y | +29.3% | +16.7% | +12.6% | +18.0% |
| 3Y | +85.1% | +66.9% | +18.3% | +38.7% |
| 5Y | +74.2% | +32.0% | +42.2% | +44.3% |
| 10Y | +204.6% | +334.8% | -130.2% | +36.5% |
| All | +749.4% | +935.4% | -185.9% | +95.0% |
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