+12,289.5%
DHI vs DOV
+4,875.9%
+7,413.5%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.3% | -1.1% |
| 7D | -6.1% | -1.9% | -4.2% | -5.0% |
| 30D | -10.1% | -9.9% | -0.2% | -4.1% |
| 3M | -7.3% | -12.1% | +4.8% | 0.0% |
| 6M | -6.1% | -10.4% | +4.3% | +0.1% |
| YTD | -5.0% | -3.3% | -1.7% | -3.6% |
| 1Y | -22.1% | +7.8% | -29.9% | -26.4% |
| 3Y | +19.2% | +36.3% | -17.1% | -4.8% |
| 5Y | +59.4% | +14.8% | +44.6% | +41.1% |
| 10Y | +401.8% | +294.0% | +107.9% | +98.0% |
| All | +12,289.5% | +4,875.9% | +7,413.5% | +1,794.6% |
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