+189.2%
HAS vs DOV
+57.1%
+132.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.2% | -0.9% |
| 7D | -0.2% | -1.9% | +1.7% | +0.8% |
| 30D | +31.0% | +8.3% | +22.8% | +24.7% |
| 3M | +30.7% | -3.1% | +33.7% | +32.7% |
| 6M | +23.9% | -9.8% | +33.7% | +30.8% |
| YTD | +48.3% | +5.2% | +43.1% | +41.5% |
| 1Y | +60.2% | +15.3% | +44.9% | +44.0% |
| 3Y | +189.2% | +58.8% | +130.4% | +80.2% |
| All | +189.2% | +57.1% | +132.1% | +80.2% |
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