-23.1%
HD vs DOV
+8.9%
-32.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.4% |
| 7D | -1.8% | +1.3% | -3.1% | -2.3% |
| 30D | -10.8% | -8.6% | -2.2% | -7.6% |
| 3M | -2.7% | -13.1% | +10.5% | +2.5% |
| 6M | -10.3% | -8.8% | -1.5% | -7.4% |
| YTD | -7.8% | -1.2% | -6.6% | -6.7% |
| 1Y | -23.1% | +10.7% | -33.8% | -23.1% |
| All | -23.1% | +8.9% | -32.1% | -23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling