-66.4%
HUBS vs DOV
+14.8%
-81.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.2% |
| 7D | -9.0% | -2.0% | -7.0% | -7.8% |
| 30D | +7.2% | -8.9% | +16.1% | +13.3% |
| 3M | +20.9% | -13.3% | +34.1% | +30.4% |
| 6M | -13.0% | -9.7% | -3.4% | -11.1% |
| YTD | -43.8% | -2.5% | -41.4% | -46.9% |
| 1Y | -54.6% | +7.2% | -61.9% | -60.6% |
| 3Y | -58.5% | +39.4% | -97.9% | -72.6% |
| All | -66.4% | +14.8% | -81.2% | -73.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling