+7.4%
DHR vs DOV
+15.2%
-7.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.7% | +1.1% | -2.6% |
| 7D | -4.5% | -3.7% | -0.8% | -3.7% |
| 30D | +5.0% | +5.6% | -0.6% | +3.8% |
| 3M | +13.6% | -3.5% | +17.0% | +14.3% |
| 6M | +30.1% | -8.9% | +39.0% | +33.1% |
| YTD | -0.5% | +4.5% | -5.1% | -7.6% |
| 1Y | +7.4% | +13.9% | -6.5% | -5.2% |
| All | +7.4% | +15.2% | -7.8% | -5.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling