+203.8%
DHR vs DOV
+300.2%
-96.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.6% |
| 7D | -3.6% | -2.0% | -1.6% | -2.8% |
| 30D | -2.7% | -8.9% | +6.2% | +1.3% |
| 3M | +10.9% | -13.3% | +24.2% | +17.2% |
| 6M | +3.0% | -9.7% | +12.7% | +6.5% |
| YTD | -12.2% | -2.5% | -9.8% | -12.6% |
| 1Y | +3.3% | +7.2% | -3.9% | -1.7% |
| 3Y | -8.2% | +39.4% | -47.6% | -23.1% |
| 5Y | -29.9% | +15.8% | -45.7% | -37.6% |
| All | +203.8% | +300.2% | -96.4% | +84.6% |
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 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