+215.7%
HUT vs DOV
+198.7%
+16.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | 0.0% |
| 7D | -10.9% | -0.7% | -10.2% | -9.9% |
| 30D | -32.6% | +12.3% | -44.9% | -39.8% |
| 3M | -33.7% | +1.2% | -34.9% | -34.6% |
| 6M | -42.3% | -3.1% | -39.3% | -41.8% |
| YTD | +23.6% | +9.4% | +14.2% | +13.5% |
| 1Y | +20.4% | +17.6% | +2.7% | +2.9% |
| 3Y | +423.2% | +66.5% | +356.7% | +240.5% |
| 5Y | -19.4% | +29.0% | -48.4% | -33.8% |
| All | +215.7% | +198.7% | +16.9% | +74.7% |
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