+101.9%
HAS vs DOV
+361.0%
-259.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.5% | -2.8% | -1.0% |
| 7D | +2.2% | -1.4% | +3.5% | +2.9% |
| 30D | +29.6% | +12.8% | +16.8% | +20.2% |
| 3M | +30.3% | +1.1% | +29.1% | +28.9% |
| 6M | +25.6% | -2.6% | +28.2% | +26.2% |
| YTD | +50.8% | +9.9% | +40.9% | +40.5% |
| 1Y | +63.0% | +19.3% | +43.7% | +44.4% |
| 3Y | +211.6% | +68.4% | +143.2% | +120.9% |
| 5Y | +50.4% | +29.1% | +21.3% | +23.0% |
| 10Y | +101.9% | +340.2% | -238.3% | +0.5% |
| All | +101.9% | +361.0% | -259.1% | +0.5% |
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