+635.0%
HLT vs DOV
+289.4%
+345.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.9% |
| 7D | -2.6% | -1.9% | -0.6% | -1.6% |
| 30D | -2.6% | -9.9% | +7.2% | +2.9% |
| 3M | -9.4% | -12.1% | +2.7% | -3.5% |
| 6M | +2.7% | -10.4% | +13.2% | +8.0% |
| YTD | +6.8% | -3.3% | +10.1% | +7.2% |
| 1Y | +12.4% | +7.8% | +4.6% | +5.5% |
| 3Y | +100.2% | +36.3% | +63.8% | +62.3% |
| 5Y | +143.7% | +14.8% | +128.9% | +114.5% |
| 10Y | +584.9% | +294.0% | +290.9% | +225.4% |
| All | +635.0% | +289.4% | +345.7% | +246.4% |
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