-94.8%
HTZ vs DOV
+24.1%
-118.8%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.7% | -16.0% | -16.6% |
| 7D | -7.7% | -3.7% | -4.0% | -3.9% |
| 30D | -13.1% | +5.6% | -18.7% | -16.8% |
| 3M | +14.7% | -3.5% | +18.2% | +18.5% |
| 6M | -70.6% | -8.9% | -61.7% | -68.3% |
| YTD | -65.2% | +4.5% | -69.7% | -66.9% |
| 1Y | -73.2% | +13.9% | -87.1% | -76.5% |
| 3Y | -80.8% | +55.9% | -136.7% | -87.7% |
| 5Y | -94.8% | +25.8% | -120.6% | -95.9% |
| All | -94.8% | +24.1% | -118.8% | -95.9% |
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 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