-91.5%
HTZ vs DOV
+36.0%
-127.4%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.5% |
| 7D | +7.5% | -2.7% | +10.1% | +9.8% |
| 30D | +47.4% | -8.1% | +55.5% | +58.4% |
| 3M | -54.9% | -9.4% | -45.5% | -51.4% |
| 6M | -47.0% | -12.6% | -34.4% | -41.1% |
| YTD | -55.3% | -0.5% | -54.8% | -55.8% |
| 1Y | -57.6% | +9.2% | -66.9% | -61.7% |
| 3Y | -86.6% | +34.1% | -120.7% | -90.1% |
| 5Y | -86.1% | +17.3% | -103.4% | -88.3% |
| All | -91.5% | +36.0% | -127.4% | -94.2% |
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