+48.9%
HAS vs DOV
+39.5%
+9.4%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.5% | -1.1% |
| 7D | -1.8% | -2.7% | +0.9% | -0.3% |
| 30D | +2.3% | -8.1% | +10.3% | +7.4% |
| 3M | +10.4% | -9.4% | +19.8% | +16.4% |
| 6M | -3.2% | -12.6% | +9.4% | +4.0% |
| YTD | +15.4% | -0.5% | +15.9% | +14.2% |
| 1Y | +18.8% | +9.2% | +9.6% | +10.5% |
| All | +48.9% | +39.5% | +9.4% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling