+763.2%
IWM vs DOV
+933.3%
-170.1%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +0.3% | -0.7% | +1.0% | +0.7% |
| 30D | +0.6% | +12.3% | -11.7% | -6.2% |
| 3M | -6.2% | +1.2% | -7.4% | -7.1% |
| 6M | -0.8% | -3.1% | +2.3% | +0.1% |
| YTD | +14.8% | +9.4% | +5.4% | +7.2% |
| 1Y | +16.1% | +17.6% | -1.5% | +3.8% |
| 3Y | +71.5% | +66.5% | +5.0% | +23.5% |
| 5Y | +25.8% | +29.0% | -3.3% | +4.3% |
| 10Y | +155.4% | +329.8% | -174.4% | +1.7% |
| All | +763.2% | +933.3% | -170.1% | +68.1% |
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