+1.9%
HON vs DOV
+13.3%
-11.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -0.3% |
| 7D | -2.6% | -1.9% | -0.7% | -1.7% |
| 30D | -11.9% | -9.9% | -2.0% | -7.4% |
| 3M | -6.1% | -12.1% | +6.0% | -0.6% |
| 6M | -19.2% | -10.4% | -8.8% | -15.6% |
| YTD | +0.2% | -3.3% | +3.5% | +0.4% |
| 1Y | -1.5% | +7.8% | -9.3% | -6.8% |
| 3Y | +17.9% | +36.3% | -18.4% | -4.3% |
| 5Y | +1.9% | +14.8% | -12.9% | -10.0% |
| All | +1.9% | +13.3% | -11.4% | -10.0% |
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 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