+57.4%
HL vs DOV
+6,035.5%
-5,978.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.0% | -1.5% |
| 7D | +7.1% | +2.5% | +4.5% | +5.9% |
| 30D | +21.4% | -7.5% | +29.0% | +25.3% |
| 3M | +37.4% | -9.7% | +47.1% | +43.1% |
| 6M | +0.4% | -6.1% | +6.5% | +2.8% |
| YTD | +6.7% | +0.5% | +6.2% | +6.6% |
| 1Y | +102.4% | +10.5% | +91.8% | +94.0% |
| 3Y | +417.4% | +41.7% | +375.7% | +348.6% |
| 5Y | +243.3% | +18.4% | +224.9% | +217.5% |
| 10Y | +242.6% | +289.8% | -47.2% | +100.1% |
| All | +57.4% | +6,035.5% | -5,978.1% | -21.0% |
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