-74.9%
HTZ vs DOV
+63.9%
-138.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.4% | +9.6% | +9.5% |
| 7D | +18.9% | +2.2% | +16.7% | +16.7% |
| 30D | +26.3% | +11.2% | +15.1% | +15.4% |
| 3M | +49.7% | +1.6% | +48.1% | +47.1% |
| 6M | -61.1% | -3.2% | -57.9% | -60.4% |
| YTD | -56.0% | +9.7% | -65.8% | -60.1% |
| 1Y | -66.4% | +20.5% | -87.0% | -71.9% |
| All | -74.9% | +63.9% | -138.9% | -87.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling