+727.5%
IWF vs DOV
+840.1%
-112.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.5% |
| 7D | +0.5% | -2.7% | +3.2% | +1.8% |
| 30D | -0.4% | -8.1% | +7.7% | +3.7% |
| 3M | -2.6% | -9.4% | +6.8% | +1.6% |
| 6M | +9.1% | -12.6% | +21.8% | +15.4% |
| YTD | +4.5% | -0.5% | +5.0% | +3.4% |
| 1Y | +10.1% | +9.2% | +0.8% | +3.5% |
| 3Y | +77.6% | +34.1% | +43.5% | +49.2% |
| 5Y | +73.7% | +17.3% | +56.5% | +54.3% |
| 10Y | +411.5% | +284.9% | +126.6% | +144.5% |
| All | +727.5% | +840.1% | -112.5% | +95.8% |
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 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