+14.8%
DOV vs HRB
+109.9%
-95.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | -1.9% | -12.2% | +10.2% | -0.4% |
| 30D | -9.9% | -3.0% | -6.9% | -9.8% |
| 3M | -12.1% | +21.7% | -33.8% | -15.1% |
| 6M | -10.4% | +52.3% | -62.8% | -17.2% |
| YTD | -3.3% | +6.5% | -9.8% | -3.7% |
| 1Y | +7.8% | -6.7% | +14.4% | +10.6% |
| 3Y | +36.3% | +25.1% | +11.2% | +25.5% |
| 5Y | +14.8% | +113.8% | -99.0% | -6.1% |
| All | +14.8% | +109.9% | -95.1% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling