+152.3%
HUM vs DOV
+300.2%
-147.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.4% | +1.9% |
| 7D | +2.1% | -2.0% | +4.0% | +2.8% |
| 30D | +5.4% | -8.9% | +14.3% | +9.1% |
| 3M | +11.4% | -13.3% | +24.7% | +17.0% |
| 6M | +141.5% | -9.7% | +151.2% | +148.0% |
| YTD | +61.2% | -2.5% | +63.6% | +60.0% |
| 1Y | +49.2% | +7.2% | +41.9% | +42.4% |
| 3Y | -9.0% | +39.4% | -48.4% | -23.6% |
| 5Y | +7.2% | +15.8% | -8.7% | -4.7% |
| All | +152.3% | +300.2% | -147.9% | +39.2% |
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