+950.1%
THC vs DOV
+294.8%
+655.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.2% | -3.0% |
| 7D | -2.6% | +2.5% | -5.1% | -4.5% |
| 30D | -1.2% | -7.5% | +6.3% | +5.0% |
| 3M | +58.9% | -9.7% | +68.6% | +70.2% |
| 6M | +9.3% | -6.1% | +15.4% | +12.4% |
| YTD | +30.4% | +0.5% | +29.9% | +26.1% |
| 1Y | +34.6% | +10.5% | +24.1% | +18.9% |
| 3Y | +246.7% | +41.7% | +205.0% | +136.6% |
| 5Y | +244.5% | +18.4% | +226.1% | +169.2% |
| 10Y | +950.1% | +289.8% | +660.3% | +410.0% |
| All | +950.1% | +294.8% | +655.3% | +410.0% |
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