+5,972.2%
DOV vs HUBB
+153,832.3%
-147,860.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +1.0% |
| 7D | +2.5% | +4.8% | -2.3% | +2.5% |
| 30D | -7.5% | -9.3% | +1.8% | -7.4% |
| 3M | -9.7% | -3.9% | -5.8% | -9.6% |
| 6M | -6.1% | -0.8% | -5.2% | -6.1% |
| YTD | +0.5% | +5.6% | -5.1% | +0.4% |
| 1Y | +10.5% | +7.7% | +2.8% | +10.4% |
| 3Y | +41.7% | +47.5% | -5.8% | +40.9% |
| 5Y | +18.4% | +153.7% | -135.2% | +16.9% |
| 10Y | +289.8% | +433.0% | -143.3% | +281.9% |
| All | +5,972.2% | +153,832.3% | -147,860.0% | +5,676.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling