+489.7%
HPE vs DOV
+296.6%
+193.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.1% | -4.1% | -4.8% |
| 7D | +1.4% | -1.9% | +3.4% | +2.8% |
| 30D | +1.5% | -9.9% | +11.4% | +9.0% |
| 3M | +21.7% | -12.1% | +33.9% | +32.4% |
| 6M | +164.2% | -10.4% | +174.6% | +182.5% |
| YTD | +132.1% | -3.3% | +135.4% | +135.6% |
| 1Y | +130.6% | +7.8% | +122.9% | +115.7% |
| 3Y | +244.1% | +36.3% | +207.8% | +173.3% |
| 5Y | +340.8% | +14.8% | +326.0% | +286.1% |
| All | +489.7% | +296.6% | +193.1% | +193.2% |
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