+1,080.4%
STLD vs DOV
+294.8%
+785.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.5% |
| 7D | +2.7% | +2.5% | +0.1% | +0.6% |
| 30D | -8.4% | -7.5% | -0.9% | -2.7% |
| 3M | -9.9% | -9.7% | -0.2% | -3.1% |
| 6M | +33.0% | -6.1% | +39.1% | +38.0% |
| YTD | +42.6% | +0.5% | +42.1% | +39.8% |
| 1Y | +80.8% | +10.5% | +70.2% | +63.4% |
| 3Y | +143.4% | +41.7% | +101.7% | +78.6% |
| 5Y | +293.4% | +18.4% | +275.0% | +228.3% |
| 10Y | +1,080.4% | +289.8% | +790.7% | +339.6% |
| All | +1,080.4% | +294.8% | +785.6% | +339.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling