+209.9%
HUT vs DOV
+10.4%
+199.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -2.1% |
| 7D | +18.9% | +1.3% | +17.6% | +17.8% |
| 30D | +12.0% | -8.6% | +20.6% | +21.1% |
| 3M | -14.9% | -13.1% | -1.7% | -4.8% |
| 6M | +96.8% | -8.8% | +105.6% | +110.4% |
| YTD | +108.8% | -1.2% | +110.0% | +122.6% |
| All | +209.9% | +10.4% | +199.5% | +241.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling