+5,596.8%
HON vs DOV
+6,035.5%
-438.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.6% | -1.2% |
| 7D | -0.8% | +2.5% | -3.4% | -2.2% |
| 30D | -15.2% | -7.5% | -7.6% | -11.4% |
| 3M | -6.0% | -9.7% | +3.7% | -1.1% |
| 6M | -14.9% | -6.1% | -8.8% | -12.9% |
| YTD | +3.2% | +0.5% | +2.7% | +1.5% |
| 1Y | 0.0% | +10.5% | -10.5% | -6.9% |
| 3Y | +21.5% | +41.7% | -20.2% | -3.9% |
| 5Y | +4.0% | +18.4% | -14.4% | -10.4% |
| 10Y | +138.4% | +289.8% | -151.4% | +3.7% |
| All | +5,596.8% | +6,035.5% | -438.7% | +642.9% |
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