+5,556.9%
HUM vs DOV
+5,930.9%
-374.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.2% |
| 7D | -0.2% | +1.3% | -1.6% | -0.7% |
| 30D | +3.7% | -8.6% | +12.4% | +6.9% |
| 3M | +10.4% | -13.1% | +23.5% | +15.3% |
| 6M | +125.7% | -8.8% | +134.5% | +130.8% |
| YTD | +57.3% | -1.2% | +58.6% | +56.1% |
| 1Y | +48.6% | +10.7% | +37.9% | +41.6% |
| 3Y | -11.3% | +39.3% | -50.6% | -23.3% |
| 5Y | +0.8% | +16.4% | -15.6% | -9.2% |
| 10Y | +146.7% | +302.5% | -155.8% | +40.7% |
| All | +5,556.9% | +5,930.9% | -374.0% | +1,156.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling