+292.2%
DOV vs HUBB
+446.9%
-154.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | -0.2% |
| 7D | -2.0% | -0.1% | -1.9% | -1.9% |
| 30D | -8.9% | -10.0% | +1.1% | -3.1% |
| 3M | -13.3% | -1.6% | -11.7% | -13.2% |
| 6M | -9.7% | -3.1% | -6.6% | -9.4% |
| YTD | -2.5% | +4.6% | -7.0% | -7.1% |
| 1Y | +7.2% | +3.3% | +3.9% | +2.4% |
| 3Y | +39.4% | +46.6% | -7.2% | +2.0% |
| 5Y | +15.8% | +158.7% | -142.8% | -44.5% |
| All | +292.2% | +446.9% | -154.7% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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