+7.8%
CNH vs DOV
+42.3%
-34.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.5% | -6.3% |
| 7D | +8.8% | +2.5% | +6.3% | +6.6% |
| 30D | +24.7% | -7.5% | +32.2% | +32.3% |
| 3M | +27.3% | -9.7% | +37.0% | +37.0% |
| 6M | +23.2% | -6.1% | +29.2% | +28.8% |
| YTD | +48.9% | +0.5% | +48.4% | +48.4% |
| 1Y | +19.4% | +10.5% | +8.9% | +10.1% |
| 3Y | +7.8% | +41.7% | -33.9% | -23.4% |
| All | +7.8% | +42.3% | -34.5% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling