-34.4%
HDB vs DOV
+11.5%
-45.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -0.6% |
| 7D | +0.4% | -2.7% | +3.1% | +0.9% |
| 30D | -2.8% | -8.1% | +5.3% | -1.2% |
| 3M | -3.5% | -9.4% | +5.9% | -1.8% |
| 6M | -24.7% | -12.6% | -12.1% | -23.8% |
| YTD | -36.6% | -0.5% | -36.1% | -35.0% |
| 1Y | -34.4% | +9.2% | -43.6% | -29.7% |
| All | -34.4% | +11.5% | -45.9% | -29.7% |
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