+770.9%
IWM vs DOV
+935.4%
-164.5%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -0.3% | -0.1% | -0.2% | -0.2% |
| 30D | +1.9% | +11.3% | -9.4% | -4.5% |
| 3M | -5.7% | +2.2% | -7.9% | -7.2% |
| 6M | -0.3% | -2.9% | +2.6% | +0.5% |
| YTD | +15.8% | +9.6% | +6.2% | +8.0% |
| 1Y | +17.1% | +16.7% | +0.4% | +5.2% |
| 3Y | +73.1% | +66.9% | +6.2% | +24.4% |
| 5Y | +25.9% | +32.0% | -6.1% | +3.1% |
| 10Y | +151.9% | +334.8% | -182.8% | -0.4% |
| All | +770.9% | +935.4% | -164.5% | +69.4% |
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