+808.3%
IWM vs DOV
+840.1%
-31.8%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | -0.3% |
| 7D | +0.1% | -2.7% | +2.7% | +1.7% |
| 30D | -1.3% | -8.1% | +6.8% | +3.7% |
| 3M | +1.6% | -9.4% | +11.0% | +7.0% |
| 6M | +13.6% | -12.6% | +26.2% | +21.8% |
| YTD | +20.8% | -0.5% | +21.2% | +19.6% |
| 1Y | +26.4% | +9.2% | +17.2% | +17.8% |
| 3Y | +60.7% | +34.1% | +26.6% | +31.7% |
| 5Y | +38.2% | +17.3% | +20.9% | +21.4% |
| 10Y | +169.5% | +284.9% | -115.4% | +14.1% |
| All | +808.3% | +840.1% | -31.8% | +87.5% |
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