+1,773.8%
HWM vs DOV
+318.5%
+1,455.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.2% |
| 7D | -2.1% | -2.7% | +0.6% | +0.1% |
| 30D | -11.0% | -8.1% | -2.9% | -4.7% |
| 3M | +4.0% | -9.4% | +13.4% | +11.6% |
| 6M | -0.2% | -12.6% | +12.4% | +10.0% |
| YTD | +26.7% | -0.5% | +27.1% | +24.6% |
| 1Y | +44.7% | +9.2% | +35.5% | +30.8% |
| 3Y | +426.1% | +34.1% | +392.0% | +286.1% |
| 5Y | +738.5% | +17.3% | +721.2% | +579.4% |
| All | +1,773.8% | +318.5% | +1,455.4% | +459.9% |
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 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