+3,324.5%
HAS vs DOV
+5,976.9%
-2,652.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.5% | -0.9% |
| 7D | -1.8% | -2.7% | +0.9% | -0.7% |
| 30D | +2.3% | -8.1% | +10.3% | +6.0% |
| 3M | +10.4% | -9.4% | +19.8% | +14.8% |
| 6M | -3.2% | -12.6% | +9.4% | +2.0% |
| YTD | +15.4% | -0.5% | +15.9% | +15.1% |
| 1Y | +18.8% | +9.2% | +9.6% | +13.6% |
| 3Y | +43.9% | +34.1% | +9.8% | +25.7% |
| 5Y | +13.9% | +17.3% | -3.4% | +4.5% |
| 10Y | +56.4% | +284.9% | -228.5% | -11.9% |
| All | +3,324.5% | +5,976.9% | -2,652.4% | +540.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling