+1,463.9%
HWM vs DOV
+362.1%
+1,101.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.5% | +0.6% | +1.4% |
| 7D | +1.6% | -1.4% | +3.0% | +2.8% |
| 30D | -3.9% | +12.8% | -16.7% | -12.8% |
| 3M | -23.2% | +1.1% | -24.4% | -24.0% |
| 6M | -20.0% | -2.6% | -17.4% | -19.1% |
| YTD | +5.7% | +9.9% | -4.2% | -4.1% |
| 1Y | +4.9% | +19.3% | -14.4% | -11.5% |
| 3Y | +347.0% | +68.4% | +278.6% | +170.0% |
| 5Y | +563.0% | +29.1% | +533.9% | +398.0% |
| 10Y | +1,579.2% | +340.2% | +1,239.0% | +369.7% |
| All | +1,463.9% | +362.1% | +1,101.8% | +330.9% |
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