+55.7%
HAS vs DOV
+294.8%
-239.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -3.0% |
| 7D | -3.1% | +2.5% | -5.6% | -4.6% |
| 30D | -2.7% | -7.5% | +4.8% | +1.8% |
| 3M | +8.9% | -9.7% | +18.6% | +15.0% |
| 6M | -2.9% | -6.1% | +3.2% | -0.2% |
| YTD | +12.6% | +0.5% | +12.2% | +11.2% |
| 1Y | +17.5% | +10.5% | +6.9% | +9.2% |
| 3Y | +46.2% | +41.7% | +4.5% | +16.1% |
| 5Y | +12.6% | +18.4% | -5.9% | -2.4% |
| 10Y | +55.7% | +289.8% | -234.1% | -15.5% |
| All | +55.7% | +294.8% | -239.1% | -15.5% |
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