+73.7%
HST vs DOV
+19.9%
+53.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.5% |
| 7D | +2.0% | +2.5% | -0.5% | +0.4% |
| 30D | -5.2% | -7.5% | +2.3% | -0.5% |
| 3M | -6.2% | -9.7% | +3.4% | -0.7% |
| 6M | +20.4% | -6.1% | +26.5% | +23.7% |
| YTD | +30.6% | +0.5% | +30.1% | +28.0% |
| 1Y | +37.4% | +10.5% | +26.8% | +25.4% |
| 3Y | +66.1% | +41.7% | +24.4% | +25.6% |
| 5Y | +73.7% | +18.4% | +55.3% | +41.3% |
| All | +73.7% | +19.9% | +53.8% | +41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling