+553.3%
THC vs DOV
+6,610.2%
-6,056.8%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.5% | -2.5% | -0.2% |
| 7D | +7.5% | -1.4% | +8.8% | +8.1% |
| 30D | +9.6% | +12.8% | -3.2% | +2.8% |
| 3M | +10.3% | +1.1% | +9.1% | +9.2% |
| 6M | +51.8% | -2.6% | +54.4% | +52.3% |
| YTD | +45.4% | +9.9% | +35.5% | +36.4% |
| 1Y | +40.8% | +19.3% | +21.5% | +26.4% |
| 3Y | +448.8% | +68.4% | +380.4% | +308.5% |
| 5Y | +263.4% | +29.1% | +234.2% | +206.9% |
| 10Y | +1,800.1% | +340.2% | +1,459.9% | +880.4% |
| All | +553.3% | +6,610.2% | -6,056.8% | +43.3% |
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