+4,211.8%
HDB vs DOV
+1,278.3%
+2,933.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.2% | +0.3% |
| 7D | +2.7% | +3.0% | -0.2% | +1.0% |
| 30D | +14.1% | +8.6% | +5.5% | +8.6% |
| 3M | +11.8% | +1.9% | +10.0% | +10.1% |
| 6M | +8.2% | -1.7% | +9.8% | +8.0% |
| YTD | -29.3% | +8.3% | -37.6% | -33.7% |
| 1Y | -28.8% | +16.6% | -45.3% | -36.1% |
| 3Y | -7.5% | +65.1% | -72.6% | -35.3% |
| 5Y | -23.1% | +29.2% | -52.2% | -39.2% |
| 10Y | +63.7% | +329.7% | -266.0% | -43.5% |
| All | +4,211.8% | +1,278.3% | +2,933.5% | +588.0% |
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