+1,729.1%
HCA vs DOV
+477.7%
+1,251.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.9% |
| 7D | +2.9% | -1.9% | +4.9% | +3.8% |
| 30D | +2.4% | -9.9% | +12.2% | +7.6% |
| 3M | +13.0% | -12.1% | +25.2% | +19.5% |
| 6M | -21.4% | -10.4% | -11.0% | -18.0% |
| YTD | -9.5% | -3.3% | -6.1% | -9.5% |
| 1Y | +7.5% | +7.8% | -0.2% | +1.0% |
| 3Y | +57.6% | +36.3% | +21.3% | +25.6% |
| 5Y | +71.1% | +14.8% | +56.3% | +47.2% |
| 10Y | +498.8% | +294.0% | +204.8% | +194.8% |
| All | +1,729.1% | +477.7% | +1,251.4% | +615.8% |
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