+180.0%
HIMS vs DOV
+105.5%
+74.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -0.7% |
| 7D | -1.4% | -1.9% | +0.6% | -0.5% |
| 30D | -10.1% | -9.9% | -0.2% | -5.6% |
| 3M | -1.2% | -12.1% | +10.9% | +4.3% |
| 6M | +16.9% | -10.4% | +27.3% | +22.2% |
| YTD | -15.5% | -3.3% | -12.2% | -15.2% |
| 1Y | -42.6% | +7.8% | -50.3% | -45.6% |
| 3Y | +320.2% | +36.3% | +283.9% | +279.2% |
| 5Y | +215.0% | +14.8% | +200.2% | +188.5% |
| All | +180.0% | +105.5% | +74.5% | +146.5% |
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 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