+205.0%
HD vs DOV
+294.8%
-89.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.8% |
| 7D | -1.2% | +2.5% | -3.7% | -2.6% |
| 30D | -11.1% | -7.5% | -3.6% | -7.2% |
| 3M | +2.0% | -9.7% | +11.7% | +7.5% |
| 6M | -10.5% | -6.1% | -4.4% | -7.9% |
| YTD | -6.9% | +0.5% | -7.3% | -8.0% |
| 1Y | -23.2% | +10.5% | -33.7% | -28.5% |
| 3Y | +3.1% | +41.7% | -38.6% | -18.9% |
| 5Y | +7.4% | +18.4% | -11.1% | -7.6% |
| 10Y | +205.0% | +289.8% | -84.8% | +49.4% |
| All | +205.0% | +294.8% | -89.8% | +49.4% |
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