+14.8%
DOV vs HUBB
+148.7%
-133.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.6% | -1.8% |
| 7D | -1.9% | -1.7% | -0.3% | -1.1% |
| 30D | -9.9% | -12.7% | +2.8% | -3.7% |
| 3M | -12.1% | -2.9% | -9.2% | -11.4% |
| 6M | -10.4% | -4.8% | -5.6% | -9.3% |
| YTD | -3.3% | +2.8% | -6.1% | -6.2% |
| 1Y | +7.8% | +3.5% | +4.2% | +3.8% |
| 3Y | +36.3% | +43.5% | -7.2% | +7.3% |
| 5Y | +14.8% | +154.2% | -139.4% | -37.8% |
| All | +14.8% | +148.7% | -133.9% | -37.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling