+22.9%
DOV vs AHR
+357.7%
-334.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.4% |
| 7D | +1.3% | -4.3% | +5.7% | +2.3% |
| 30D | -8.6% | -3.1% | -5.6% | -8.1% |
| 3M | -13.1% | +15.7% | -28.8% | -16.1% |
| 6M | -8.8% | +4.1% | -12.9% | -10.0% |
| YTD | -1.2% | +15.4% | -16.7% | -4.7% |
| 1Y | +10.7% | +28.0% | -17.3% | +3.7% |
| All | +22.9% | +357.7% | -334.8% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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