+243.8%
HPQ vs DOV
+300.2%
-56.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.9% | +7.5% | +7.8% |
| 7D | +9.8% | -2.0% | +11.7% | +11.0% |
| 30D | +22.4% | -8.9% | +31.3% | +29.3% |
| 3M | +45.2% | -13.3% | +58.4% | +57.2% |
| 6M | +96.4% | -9.7% | +106.1% | +104.7% |
| YTD | +65.4% | -2.5% | +67.8% | +62.9% |
| 1Y | +31.6% | +7.2% | +24.3% | +21.0% |
| 3Y | +37.0% | +39.4% | -2.4% | +3.7% |
| 5Y | +53.0% | +15.8% | +37.2% | +29.3% |
| All | +243.8% | +300.2% | -56.3% | +62.0% |
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 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