+1.7%
HUT vs DOV
+21.2%
-19.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.2% | -0.4% | -22.8% | -22.8% |
| 7D | -29.5% | +2.2% | -31.8% | -31.4% |
| 30D | -45.2% | +11.2% | -56.3% | -51.0% |
| 3M | -51.6% | +1.6% | -53.2% | -52.5% |
| 6M | -37.3% | -3.2% | -34.1% | -35.6% |
| YTD | +6.5% | +9.7% | -3.2% | -3.3% |
| 1Y | +1.7% | +20.5% | -18.8% | -15.9% |
| All | +1.7% | +21.2% | -19.5% | -15.9% |
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