+3,769.4%
HDB vs DOV
+1,166.2%
+2,603.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -1.0% |
| 7D | +0.4% | -2.7% | +3.1% | +1.9% |
| 30D | -2.8% | -8.1% | +5.3% | +1.8% |
| 3M | -3.5% | -9.4% | +5.9% | +1.3% |
| 6M | -24.7% | -12.6% | -12.1% | -19.6% |
| YTD | -36.6% | -0.5% | -36.1% | -37.4% |
| 1Y | -34.4% | +9.2% | -43.6% | -39.1% |
| 3Y | -24.4% | +34.1% | -58.5% | -40.2% |
| 5Y | -35.4% | +17.3% | -52.6% | -45.9% |
| 10Y | +39.5% | +284.9% | -245.4% | -48.9% |
| All | +3,769.4% | +1,166.2% | +2,603.2% | +550.4% |
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 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