+57.7%
HAS vs DOV
+15.9%
+41.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +1.4% | +3.0% | -1.6% | 0.0% |
| 30D | +26.3% | +8.6% | +17.7% | +21.0% |
| 3M | +25.6% | +1.9% | +23.7% | +24.2% |
| 6M | +30.3% | -1.7% | +31.9% | +30.6% |
| YTD | +50.4% | +8.3% | +42.0% | +40.5% |
| 1Y | +57.7% | +16.6% | +41.2% | +37.5% |
| All | +57.7% | +15.9% | +41.8% | +37.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling