+30.6%
HUM vs DOV
+11.5%
+19.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.4% |
| 7D | +4.2% | -2.7% | +6.8% | +4.7% |
| 30D | +10.4% | -8.1% | +18.5% | +12.3% |
| 3M | +15.1% | -9.4% | +24.5% | +16.9% |
| 6M | +120.9% | -12.6% | +133.5% | +126.3% |
| YTD | +57.9% | -0.5% | +58.4% | +46.7% |
| 1Y | +30.6% | +9.2% | +21.3% | +20.8% |
| All | +30.6% | +11.5% | +19.0% | +20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling