+329.1%
DOV vs HRB
+221.6%
+107.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.6% |
| 7D | +3.0% | -5.1% | +8.1% | +4.2% |
| 30D | +8.6% | +8.7% | -0.1% | +6.1% |
| 3M | +1.9% | -5.4% | +7.3% | +2.6% |
| 6M | -1.7% | +41.6% | -43.2% | -11.7% |
| YTD | +8.3% | +18.7% | -10.3% | +0.8% |
| 1Y | +16.6% | +16.4% | +0.1% | +9.0% |
| 3Y | +65.1% | +22.0% | +43.1% | +47.7% |
| 5Y | +29.2% | +141.2% | -112.1% | -10.1% |
| All | +329.1% | +221.6% | +107.5% | +161.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling