+19.6%
HPQ vs DOV
+65.5%
-46.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.6% |
| 7D | +3.2% | +3.0% | +0.2% | +1.8% |
| 30D | -3.6% | +8.6% | -12.2% | -7.2% |
| 3M | -5.3% | +1.9% | -7.1% | -6.3% |
| 6M | +41.1% | -1.7% | +42.8% | +40.6% |
| YTD | +36.9% | +8.3% | +28.5% | +27.4% |
| 1Y | +23.5% | +16.6% | +7.0% | +9.8% |
| 3Y | +19.6% | +65.1% | -45.5% | -10.5% |
| All | +19.6% | +65.5% | -46.0% | -10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling