+31,139.8%
HD vs DOV
+5,976.9%
+25,162.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.5% |
| 7D | -2.1% | -2.7% | +0.6% | -0.8% |
| 30D | -8.4% | -8.1% | -0.3% | -4.7% |
| 3M | +4.3% | -9.4% | +13.8% | +9.0% |
| 6M | -11.1% | -12.6% | +1.5% | -5.7% |
| YTD | -4.7% | -0.5% | -4.2% | -5.1% |
| 1Y | -19.8% | +9.2% | -29.1% | -24.0% |
| 3Y | +4.1% | +34.1% | -30.0% | -11.9% |
| 5Y | +10.3% | +17.3% | -6.9% | -1.1% |
| 10Y | +203.2% | +284.9% | -81.8% | +52.3% |
| All | +31,139.8% | +5,976.9% | +25,162.9% | +3,961.9% |
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 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