+2,768.0%
HPQ vs DOV
+6,035.5%
-3,267.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -5.0% |
| 7D | -0.5% | +2.5% | -3.0% | -1.9% |
| 30D | +3.7% | -7.5% | +11.2% | +8.1% |
| 3M | +24.3% | -9.7% | +34.0% | +30.3% |
| 6M | +64.8% | -6.1% | +70.8% | +67.5% |
| YTD | +43.9% | +0.5% | +43.4% | +40.4% |
| 1Y | +11.7% | +10.5% | +1.1% | +2.9% |
| 3Y | +19.7% | +41.7% | -22.0% | -4.8% |
| 5Y | +32.2% | +18.4% | +13.8% | +15.6% |
| 10Y | +198.9% | +289.8% | -90.8% | +36.4% |
| All | +2,768.0% | +6,035.5% | -3,267.5% | +156.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling