+1,330.6%
HST vs DOV
+5,976.9%
-4,646.3%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | -0.3% |
| 7D | -1.0% | -2.7% | +1.6% | +0.7% |
| 30D | -12.3% | -8.1% | -4.2% | -7.5% |
| 3M | -6.4% | -9.4% | +3.0% | -1.0% |
| 6M | +15.0% | -12.6% | +27.6% | +23.9% |
| YTD | +30.5% | -0.5% | +31.0% | +29.1% |
| 1Y | +35.7% | +9.2% | +26.4% | +25.4% |
| 3Y | +68.4% | +34.1% | +34.3% | +35.0% |
| 5Y | +73.1% | +17.3% | +55.9% | +49.7% |
| 10Y | +92.7% | +284.9% | -192.2% | -23.6% |
| All | +1,330.6% | +5,976.9% | -4,646.3% | +17.7% |
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