+41.5%
HDB vs DOV
+300.2%
-258.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.9% | +6.0% | +6.5% |
| 7D | +0.7% | -2.0% | +2.7% | +1.5% |
| 30D | +1.0% | -8.9% | +9.9% | +4.8% |
| 3M | -2.0% | -13.3% | +11.3% | +3.5% |
| 6M | -18.1% | -9.7% | -8.4% | -15.2% |
| YTD | -36.1% | -2.5% | -33.7% | -36.1% |
| 1Y | -34.0% | +7.2% | -41.3% | -36.9% |
| 3Y | -26.7% | +39.4% | -66.1% | -39.5% |
| 5Y | -33.9% | +15.8% | -49.7% | -41.5% |
| All | +41.5% | +300.2% | -258.7% | -19.4% |
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