+36.3%
HBAN vs DOV
+14.8%
+21.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.1% |
| 7D | -1.0% | -2.0% | +1.0% | +0.4% |
| 30D | -5.6% | -8.9% | +3.3% | +0.8% |
| 3M | -1.1% | -13.3% | +12.1% | +8.7% |
| 6M | +9.9% | -9.7% | +19.5% | +16.8% |
| YTD | -0.9% | -2.5% | +1.5% | -1.0% |
| 1Y | -1.4% | +7.2% | -8.6% | -8.8% |
| 3Y | +78.2% | +39.4% | +38.8% | +33.5% |
| All | +36.3% | +14.8% | +21.5% | +12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling