+308.1%
HUBS vs DOV
+300.2%
+8.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.3% |
| 7D | -9.0% | -2.0% | -7.0% | -7.9% |
| 30D | +7.2% | -8.9% | +16.1% | +13.1% |
| 3M | +20.9% | -13.3% | +34.1% | +30.2% |
| 6M | -13.0% | -9.7% | -3.4% | -10.7% |
| YTD | -43.8% | -2.5% | -41.4% | -45.9% |
| 1Y | -54.6% | +7.2% | -61.9% | -59.2% |
| 3Y | -58.5% | +39.4% | -97.9% | -69.1% |
| 5Y | -66.4% | +15.8% | -82.2% | -71.9% |
| All | +308.1% | +300.2% | +8.0% | +68.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling