-25.9%
HUT vs DOV
+30.7%
-56.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.5% | +3.8% | +2.4% |
| 7D | +3.7% | -1.4% | +5.0% | +5.8% |
| 30D | -32.3% | +12.8% | -45.1% | -42.4% |
| 3M | -35.6% | +1.1% | -36.8% | -36.8% |
| 6M | -42.1% | -2.6% | -39.5% | -42.1% |
| YTD | +24.1% | +9.9% | +14.2% | +7.6% |
| 1Y | +27.9% | +19.3% | +8.6% | -1.4% |
| 3Y | +409.1% | +68.4% | +340.7% | +144.8% |
| 5Y | -25.9% | +29.1% | -55.1% | -54.0% |
| All | -25.9% | +30.7% | -56.7% | -54.0% |
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