+171.7%
IWM vs DOV
+286.8%
-115.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -0.3% |
| 7D | -1.1% | +1.3% | -2.5% | -2.0% |
| 30D | -3.1% | -8.6% | +5.5% | +2.4% |
| 3M | +2.2% | -13.1% | +15.4% | +10.8% |
| 6M | +15.1% | -8.8% | +23.9% | +20.5% |
| YTD | +18.6% | -1.2% | +19.8% | +17.7% |
| 1Y | +24.0% | +10.7% | +13.3% | +13.9% |
| 3Y | +63.7% | +39.3% | +24.4% | +29.0% |
| 5Y | +38.2% | +16.4% | +21.8% | +19.8% |
| 10Y | +171.7% | +302.5% | -130.8% | +28.9% |
| All | +171.7% | +286.8% | -115.1% | +28.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling