+123.6%
HOOD vs DOV
+36.5%
+87.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.5% |
| 7D | -3.8% | +3.0% | -6.8% | -6.3% |
| 30D | -23.0% | +8.6% | -31.6% | -28.4% |
| 3M | -21.6% | +1.9% | -23.5% | -23.0% |
| 6M | +1.4% | -1.7% | +3.1% | +0.4% |
| YTD | -31.2% | +8.3% | -39.5% | -39.3% |
| 1Y | -35.9% | +16.6% | -52.5% | -47.9% |
| 3Y | +836.9% | +65.1% | +771.8% | +459.9% |
| 5Y | +121.1% | +29.2% | +92.0% | +50.1% |
| All | +123.6% | +36.5% | +87.1% | +87.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling