+420.1%
HUT vs DOV
+171.8%
+248.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.9% | +5.2% | +5.3% |
| 7D | +17.8% | -2.7% | +20.4% | +21.0% |
| 30D | +0.8% | -8.1% | +8.9% | +9.4% |
| 3M | -26.8% | -9.4% | -17.4% | -20.8% |
| 6M | +72.6% | -12.6% | +85.2% | +96.1% |
| YTD | +103.6% | -0.5% | +104.1% | +105.2% |
| 1Y | +265.3% | +9.2% | +256.0% | +232.2% |
| 3Y | +689.4% | +34.1% | +655.3% | +529.0% |
| 5Y | +75.3% | +17.3% | +58.1% | +58.1% |
| All | +420.1% | +171.8% | +248.3% | +215.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling