+403.8%
HUT vs DOV
+164.0%
+239.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.1% | -3.4% | -3.5% |
| 7D | +2.8% | -1.9% | +4.8% | +5.0% |
| 30D | +2.1% | -9.9% | +11.9% | +13.0% |
| 3M | -14.3% | -12.1% | -2.2% | -4.2% |
| 6M | +84.2% | -10.4% | +94.7% | +104.2% |
| YTD | +97.2% | -3.3% | +100.5% | +104.7% |
| 1Y | +192.7% | +7.8% | +185.0% | +170.8% |
| 3Y | +712.6% | +36.3% | +676.2% | +540.8% |
| 5Y | +85.5% | +14.8% | +70.7% | +71.3% |
| All | +403.8% | +164.0% | +239.7% | +215.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling