+20.7%
DHI vs DOV
+37.0%
-16.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.2% |
| 7D | -3.4% | -2.0% | -1.4% | -2.3% |
| 30D | -5.4% | -8.9% | +3.5% | -0.3% |
| 3M | -10.4% | -13.3% | +2.8% | -3.2% |
| 6M | -2.8% | -9.7% | +6.9% | +2.7% |
| YTD | -3.4% | -2.5% | -1.0% | -2.3% |
| 1Y | -22.9% | +7.2% | -30.1% | -26.1% |
| 3Y | +20.7% | +39.4% | -18.7% | -7.8% |
| All | +20.7% | +37.0% | -16.3% | -7.8% |
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