+745.6%
IWD vs DOV
+938.1%
-192.5%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.5% | -2.5% | -0.2% |
| 7D | +1.3% | -1.4% | +2.6% | +1.9% |
| 30D | +3.6% | +12.8% | -9.2% | -2.5% |
| 3M | +2.3% | +1.1% | +1.2% | +1.4% |
| 6M | +13.0% | -2.6% | +15.7% | +13.5% |
| YTD | +26.2% | +9.9% | +16.3% | +18.7% |
| 1Y | +30.5% | +19.3% | +11.1% | +17.8% |
| 3Y | +86.2% | +68.4% | +17.8% | +38.9% |
| 5Y | +72.9% | +29.1% | +43.7% | +44.8% |
| 10Y | +205.0% | +340.2% | -135.1% | +35.9% |
| All | +745.6% | +938.1% | -192.5% | +93.9% |
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