+18.7%
DOV vs ALHC
-33.5%
+52.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +0.9% |
| 7D | -2.7% | -0.6% | -2.1% | -2.6% |
| 30D | -8.1% | -1.0% | -7.1% | -8.1% |
| 3M | -9.4% | -10.2% | +0.7% | -9.5% |
| 6M | -12.6% | -28.3% | +15.7% | -11.7% |
| YTD | -0.5% | -31.4% | +31.0% | +0.7% |
| 1Y | +9.2% | -16.9% | +26.2% | +9.1% |
| 3Y | +34.1% | +135.5% | -101.4% | +20.4% |
| All | +18.7% | -33.5% | +52.2% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling