+220.1%
HUT vs DOV
+195.9%
+24.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.2% | -7.3% | -7.3% |
| 7D | +9.3% | +3.0% | +6.4% | +6.4% |
| 30D | -23.1% | +8.6% | -31.7% | -29.0% |
| 3M | -30.6% | +1.9% | -32.5% | -32.0% |
| 6M | -46.9% | -1.7% | -45.2% | -47.1% |
| YTD | +25.3% | +8.3% | +17.0% | +16.2% |
| 1Y | +59.8% | +16.6% | +43.3% | +37.7% |
| 3Y | +467.2% | +65.1% | +402.1% | +272.0% |
| 5Y | -24.6% | +29.2% | -53.8% | -38.0% |
| All | +220.1% | +195.9% | +24.2% | +78.7% |
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