+418.8%
THC vs DOV
+57.1%
+361.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.4% |
| 7D | +3.7% | -1.9% | +5.6% | +4.4% |
| 30D | +9.0% | +8.3% | +0.8% | +5.0% |
| 3M | +10.4% | -3.1% | +13.5% | +11.6% |
| 6M | +45.7% | -9.8% | +55.5% | +51.3% |
| YTD | +42.6% | +5.2% | +37.4% | +36.3% |
| 1Y | +38.8% | +15.3% | +23.4% | +26.0% |
| 3Y | +418.8% | +58.8% | +360.1% | +232.0% |
| All | +418.8% | +57.1% | +361.7% | +232.0% |
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 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