+66.9%
IYR vs DOV
+300.2%
-233.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -1.4% | -2.0% | +0.6% | -0.5% |
| 30D | -2.7% | -8.9% | +6.2% | +1.5% |
| 3M | -2.1% | -13.3% | +11.1% | +3.9% |
| 6M | +3.6% | -9.7% | +13.3% | +7.4% |
| YTD | +8.1% | -2.5% | +10.6% | +7.8% |
| 1Y | +4.7% | +7.2% | -2.5% | -0.8% |
| 3Y | +29.1% | +39.4% | -10.3% | +4.8% |
| 5Y | +6.9% | +15.8% | -8.9% | -6.5% |
| All | +66.9% | +300.2% | -233.2% | +0.2% |
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