+5,914.2%
DOV vs HRB
+3,357.9%
+2,556.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.0% | +4.9% | +2.0% |
| 7D | -2.7% | -5.7% | +3.0% | -1.1% |
| 30D | -8.1% | +7.9% | -16.0% | -10.5% |
| 3M | -9.4% | +32.1% | -41.5% | -17.1% |
| 6M | -12.6% | +62.2% | -74.9% | -25.7% |
| YTD | -0.5% | +16.4% | -16.9% | -7.7% |
| 1Y | +9.2% | -0.3% | +9.5% | +5.5% |
| 3Y | +34.1% | +36.0% | -1.9% | +16.0% |
| 5Y | +17.3% | +125.2% | -107.9% | -14.4% |
| 10Y | +284.9% | +237.7% | +47.3% | +133.6% |
| All | +5,914.2% | +3,357.9% | +2,556.4% | +1,694.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling