+36.8%
HST vs DOV
+8.9%
+27.8%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.5% |
| 7D | -0.3% | +1.3% | -1.7% | -0.8% |
| 30D | -2.8% | -8.6% | +5.9% | +0.3% |
| 3M | -6.5% | -13.1% | +6.7% | -1.8% |
| 6M | +20.7% | -8.8% | +29.5% | +23.9% |
| YTD | +30.5% | -1.2% | +31.7% | +32.0% |
| 1Y | +36.8% | +10.7% | +26.1% | +39.2% |
| All | +36.8% | +8.9% | +27.8% | +39.2% |
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 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