+182.8%
HIMS vs DOV
+111.6%
+71.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | -3.9% | -2.7% | -1.3% | -2.7% |
| 30D | -12.4% | -8.1% | -4.4% | -9.0% |
| 3M | -1.1% | -9.4% | +8.3% | +3.0% |
| 6M | +68.4% | -12.6% | +81.1% | +78.4% |
| YTD | -14.7% | -0.5% | -14.2% | -15.6% |
| 1Y | -42.4% | +9.2% | -51.7% | -45.8% |
| 3Y | +304.5% | +34.1% | +270.4% | +265.1% |
| 5Y | +237.5% | +17.3% | +220.3% | +204.9% |
| All | +182.8% | +111.6% | +71.2% | +145.6% |
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