+1,554.9%
HST vs DOV
+6,610.2%
-5,055.2%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.5% | -1.8% | -0.2% |
| 7D | -1.1% | -1.4% | +0.2% | -0.2% |
| 30D | +11.6% | +12.8% | -1.2% | +3.2% |
| 3M | +9.5% | +1.1% | +8.4% | +8.4% |
| 6M | +18.9% | -2.6% | +21.5% | +19.7% |
| YTD | +51.0% | +9.9% | +41.1% | +39.8% |
| 1Y | +53.0% | +19.3% | +33.7% | +34.3% |
| 3Y | +87.5% | +68.4% | +19.1% | +29.6% |
| 5Y | +76.7% | +29.1% | +47.5% | +43.6% |
| 10Y | +137.9% | +340.2% | -202.3% | -12.9% |
| All | +1,554.9% | +6,610.2% | -5,055.2% | +27.5% |
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 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