+155.0%
HPE vs DOV
+8.6%
+146.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.9% | +11.5% | +12.0% |
| 7D | +19.4% | -2.0% | +21.4% | +20.7% |
| 30D | +5.6% | -8.9% | +14.5% | +10.7% |
| 3M | +33.1% | -13.3% | +46.3% | +42.1% |
| 6M | +192.5% | -9.7% | +202.1% | +205.2% |
| YTD | +160.9% | -2.5% | +163.4% | +170.2% |
| 1Y | +155.0% | +7.2% | +147.7% | +177.6% |
| All | +155.0% | +8.6% | +146.3% | +177.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling