+238.2%
HL vs DOV
+13.3%
+224.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -2.6% |
| 7D | -5.6% | -1.9% | -3.7% | -4.4% |
| 30D | +12.7% | -9.9% | +22.6% | +20.6% |
| 3M | +42.5% | -12.1% | +54.6% | +54.6% |
| 6M | -9.0% | -10.4% | +1.4% | -2.9% |
| YTD | +4.4% | -3.3% | +7.7% | +6.5% |
| 1Y | +82.7% | +7.8% | +74.9% | +73.2% |
| 3Y | +406.3% | +36.3% | +370.0% | +299.9% |
| 5Y | +238.2% | +14.8% | +223.4% | +151.1% |
| All | +238.2% | +13.3% | +224.8% | +151.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling