+239.5%
HUT vs DOV
+199.3%
+40.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.2% | +7.4% | +7.4% |
| 7D | +24.8% | -0.1% | +24.9% | +25.3% |
| 30D | -28.4% | +11.3% | -39.7% | -35.4% |
| 3M | -31.2% | +2.2% | -33.4% | -32.7% |
| 6M | -40.2% | -2.9% | -37.3% | -39.7% |
| YTD | +32.9% | +9.6% | +23.3% | +21.9% |
| 1Y | +39.1% | +16.7% | +22.4% | +20.0% |
| 3Y | +462.8% | +66.9% | +395.9% | +265.6% |
| 5Y | -13.9% | +32.0% | -45.9% | -30.3% |
| All | +239.5% | +199.3% | +40.2% | +87.5% |
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