+261.2%
THC vs DOV
+39.5%
+221.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.4% | +0.2% |
| 7D | -0.7% | -2.7% | +2.0% | +0.6% |
| 30D | +1.3% | -8.1% | +9.3% | +5.2% |
| 3M | +64.2% | -9.4% | +73.7% | +70.7% |
| 6M | +8.3% | -12.6% | +20.9% | +14.1% |
| YTD | +33.4% | -0.5% | +33.9% | +31.1% |
| 1Y | +37.7% | +9.2% | +28.4% | +28.0% |
| All | +261.2% | +39.5% | +221.7% | +157.5% |
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