+41.2%
DOV vs HBM
+506.5%
-465.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | +1.3% | +5.5% | -4.2% | +0.4% |
| 30D | -8.6% | +3.3% | -11.9% | -9.3% |
| 3M | -13.1% | +12.7% | -25.8% | -15.5% |
| 6M | -8.8% | +28.2% | -37.0% | -14.6% |
| YTD | -1.2% | +45.3% | -46.5% | -10.7% |
| 1Y | +10.7% | +121.7% | -111.0% | -9.2% |
| All | +41.2% | +506.5% | -465.4% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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