+514.9%
HAL vs DOV
+6,499.6%
-5,984.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.4% |
| 7D | +2.6% | +3.4% | -0.8% | +0.4% |
| 30D | -0.1% | +8.8% | -8.9% | -5.6% |
| 3M | -1.1% | +0.9% | -2.1% | -2.2% |
| 6M | -20.7% | -2.8% | -17.9% | -20.5% |
| YTD | +17.5% | +8.1% | +9.4% | +9.0% |
| 1Y | +24.1% | +15.2% | +8.9% | +10.4% |
| 3Y | -8.4% | +64.5% | -72.9% | -35.7% |
| 5Y | +53.2% | +28.9% | +24.4% | +24.0% |
| 10Y | -17.2% | +328.7% | -345.9% | -64.9% |
| All | +514.9% | +6,499.6% | -5,984.7% | -9.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling