-6.9%
HDB vs DOV
+67.2%
-74.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +0.8% |
| 7D | +12.7% | -0.7% | +13.4% | +12.8% |
| 30D | +16.6% | +12.3% | +4.3% | +13.6% |
| 3M | +10.8% | +1.2% | +9.6% | +10.4% |
| 6M | +3.8% | -3.1% | +6.9% | +4.2% |
| YTD | -28.9% | +9.4% | -38.3% | -30.4% |
| 1Y | -28.0% | +17.6% | -45.6% | -30.4% |
| All | -6.9% | +67.2% | -74.1% | -25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling