+155.3%
HBAN vs DOV
+300.2%
-144.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.1% |
| 7D | -1.0% | -2.0% | +1.0% | +0.5% |
| 30D | -5.6% | -8.9% | +3.3% | +1.2% |
| 3M | -1.1% | -13.3% | +12.1% | +9.3% |
| 6M | +9.9% | -9.7% | +19.5% | +17.3% |
| YTD | -0.9% | -2.5% | +1.5% | -0.8% |
| 1Y | -1.4% | +7.2% | -8.6% | -9.0% |
| 3Y | +78.2% | +39.4% | +38.8% | +32.5% |
| 5Y | +37.0% | +15.8% | +21.2% | +16.1% |
| All | +155.3% | +300.2% | -144.9% | 0.0% |
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