+392.8%
HL vs DOV
+37.0%
+355.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.8% |
| 7D | -4.4% | -2.0% | -2.4% | -3.1% |
| 30D | +9.3% | -8.9% | +18.2% | +16.0% |
| 3M | +32.0% | -13.3% | +45.2% | +44.2% |
| 6M | -6.4% | -9.7% | +3.2% | -0.8% |
| YTD | +3.1% | -2.5% | +5.6% | +4.9% |
| 1Y | +77.6% | +7.2% | +70.3% | +70.2% |
| 3Y | +392.8% | +39.4% | +353.4% | +247.0% |
| All | +392.8% | +37.0% | +355.8% | +247.0% |
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 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