+1,375.6%
DOV vs HBM
+456.2%
+919.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.5% |
| 7D | +3.0% | +2.2% | +0.7% | +2.5% |
| 30D | +8.6% | -11.8% | +20.4% | +11.2% |
| 3M | +1.9% | -19.2% | +21.1% | +5.8% |
| 6M | -1.7% | -22.9% | +21.2% | +1.8% |
| YTD | +8.3% | +7.8% | +0.5% | +2.8% |
| 1Y | +16.6% | +34.9% | -18.4% | +5.3% |
| 3Y | +65.1% | +422.2% | -357.1% | +6.8% |
| 5Y | +29.2% | +192.8% | -163.7% | -10.6% |
| 10Y | +329.7% | +281.1% | +48.5% | +129.5% |
| All | +1,375.6% | +456.2% | +919.5% | +448.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling