+433.3%
HUT vs DOV
+169.7%
+263.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -1.9% |
| 7D | +18.9% | +1.3% | +17.6% | +17.6% |
| 30D | +12.0% | -8.6% | +20.6% | +22.3% |
| 3M | -14.9% | -13.1% | -1.7% | -3.7% |
| 6M | +96.8% | -8.8% | +105.6% | +114.2% |
| YTD | +108.8% | -1.2% | +110.0% | +112.1% |
| 1Y | +227.4% | +10.7% | +216.7% | +194.9% |
| 3Y | +760.3% | +39.3% | +721.0% | +564.0% |
| 5Y | +86.1% | +16.4% | +69.6% | +69.0% |
| All | +433.3% | +169.7% | +263.6% | +226.4% |
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