+347.0%
HWM vs DOV
+67.7%
+279.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.5% | +0.6% | +2.3% |
| 7D | +1.6% | -1.4% | +3.0% | +2.5% |
| 30D | -3.9% | +12.8% | -16.7% | -10.4% |
| 3M | -23.2% | +1.1% | -24.4% | -23.7% |
| 6M | -20.0% | -2.6% | -17.4% | -19.1% |
| YTD | +5.7% | +9.9% | -4.2% | -1.4% |
| 1Y | +4.9% | +19.3% | -14.4% | -7.3% |
| 3Y | +347.0% | +68.4% | +278.6% | +263.5% |
| All | +347.0% | +67.7% | +279.3% | +263.5% |
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