-34.0%
HDB vs DOV
+8.6%
-42.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.9% | +6.0% | +6.7% |
| 7D | +0.7% | -2.0% | +2.7% | +1.1% |
| 30D | +1.0% | -8.9% | +9.9% | +2.8% |
| 3M | -2.0% | -13.3% | +11.3% | +0.6% |
| 6M | -18.1% | -9.7% | -8.4% | -16.8% |
| YTD | -36.1% | -2.5% | -33.7% | -34.2% |
| 1Y | -34.0% | +7.2% | -41.3% | -29.5% |
| All | -34.0% | +8.6% | -42.7% | -29.5% |
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