+34,289.6%
HD vs DOV
+6,610.2%
+27,679.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.5% | -1.6% | +0.7% |
| 7D | +3.6% | -1.4% | +5.0% | +4.2% |
| 30D | +21.6% | +12.8% | +8.8% | +14.5% |
| 3M | +0.1% | +1.1% | -1.0% | -0.7% |
| 6M | +13.0% | -2.6% | +15.6% | +13.7% |
| YTD | +4.9% | +9.9% | -5.0% | -0.6% |
| 1Y | -2.1% | +19.3% | -21.4% | -10.9% |
| 3Y | +32.6% | +68.4% | -35.8% | +0.5% |
| 5Y | +8.2% | +29.1% | -20.9% | -7.5% |
| 10Y | +257.9% | +340.2% | -82.3% | +69.0% |
| All | +34,289.6% | +6,610.2% | +27,679.4% | +4,154.2% |
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