+94.1%
HUT vs DOV
+19.9%
+74.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.0% | +5.4% | +5.1% |
| 7D | +28.3% | +2.5% | +25.7% | +24.4% |
| 30D | +12.3% | -7.5% | +19.8% | +24.4% |
| 3M | -16.8% | -9.7% | -7.1% | -7.4% |
| 6M | +111.4% | -6.1% | +117.5% | +125.5% |
| YTD | +116.6% | +0.5% | +116.1% | +112.5% |
| 1Y | +290.5% | +10.5% | +279.9% | +229.1% |
| 3Y | +792.3% | +41.7% | +750.6% | +457.1% |
| 5Y | +94.1% | +18.4% | +75.7% | +42.9% |
| All | +94.1% | +19.9% | +74.2% | +42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling