+7.4%
HAL vs DOV
+286.8%
-279.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +2.4% |
| 7D | -1.3% | +1.3% | -2.7% | -2.5% |
| 30D | +10.9% | -8.6% | +19.5% | +19.4% |
| 3M | -5.8% | -13.1% | +7.3% | +4.6% |
| 6M | +8.1% | -8.8% | +16.9% | +13.3% |
| YTD | +33.2% | -1.2% | +34.4% | +29.3% |
| 1Y | +74.2% | +10.7% | +63.5% | +51.3% |
| 3Y | -3.7% | +39.3% | -43.0% | -34.4% |
| 5Y | +111.9% | +16.4% | +95.5% | +65.6% |
| 10Y | +7.4% | +302.5% | -295.1% | -67.7% |
| All | +7.4% | +286.8% | -279.4% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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