+499.2%
THC vs DOV
+5,976.9%
-5,477.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.4% | +0.1% |
| 7D | -0.7% | -2.7% | +2.0% | +0.7% |
| 30D | +1.3% | -8.1% | +9.3% | +5.6% |
| 3M | +64.2% | -9.4% | +73.7% | +71.7% |
| 6M | +8.3% | -12.6% | +20.9% | +14.7% |
| YTD | +33.4% | -0.5% | +33.9% | +32.0% |
| 1Y | +37.7% | +9.2% | +28.4% | +29.2% |
| 3Y | +236.8% | +34.1% | +202.7% | +182.1% |
| 5Y | +249.3% | +17.3% | +232.0% | +210.7% |
| 10Y | +995.2% | +284.9% | +710.3% | +498.3% |
| All | +499.2% | +5,976.9% | -5,477.7% | +38.6% |
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