+58.8%
DOV vs ALHC
+21.9%
+36.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +0.7% |
| 7D | -1.9% | +1.0% | -2.8% | -1.9% |
| 30D | +8.3% | -14.2% | +22.4% | +8.8% |
| 3M | -3.1% | -45.1% | +42.1% | -1.2% |
| 6M | -9.8% | -59.5% | +49.7% | -7.6% |
| YTD | +5.2% | -62.8% | +68.0% | +7.9% |
| 1Y | +15.3% | -55.5% | +70.8% | +17.6% |
| 3Y | +58.8% | +25.7% | +33.1% | +57.6% |
| All | +58.8% | +21.9% | +36.8% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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