+1,581.2%
HWM vs DOV
+315.3%
+1,265.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.9% |
| 7D | -8.0% | +1.3% | -9.4% | -9.1% |
| 30D | -18.0% | -8.6% | -9.4% | -11.9% |
| 3M | -9.5% | -13.1% | +3.6% | +0.4% |
| 6M | -8.4% | -8.8% | +0.4% | -2.6% |
| YTD | +13.6% | -1.2% | +14.9% | +12.4% |
| 1Y | +30.2% | +10.7% | +19.5% | +16.2% |
| 3Y | +392.2% | +39.3% | +352.9% | +248.6% |
| 5Y | +645.2% | +16.4% | +628.8% | +506.7% |
| All | +1,581.2% | +315.3% | +1,265.9% | +404.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling