+29.1%
DOV vs STLA
-70.4%
+99.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.5% |
| 7D | -1.4% | -6.4% | +5.0% | +0.3% |
| 30D | +12.8% | -1.3% | +14.1% | +12.8% |
| 3M | +1.1% | -19.9% | +21.1% | +6.2% |
| 6M | -2.6% | -42.9% | +40.3% | +11.4% |
| YTD | +9.9% | -59.4% | +69.3% | +35.9% |
| 1Y | +19.3% | -56.8% | +76.2% | +44.2% |
| 3Y | +68.4% | -73.1% | +141.4% | +123.5% |
| 5Y | +29.1% | -70.1% | +99.2% | +56.0% |
| All | +29.1% | -70.4% | +99.5% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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