+782.2%
STLD vs DOV
+361.0%
+421.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.5% | -2.4% | -1.5% |
| 7D | -9.7% | -1.4% | -8.3% | -8.6% |
| 30D | -4.5% | +12.8% | -17.3% | -13.3% |
| 3M | -13.1% | +1.1% | -14.2% | -13.9% |
| 6M | -2.8% | -2.6% | -0.1% | -1.5% |
| YTD | +35.3% | +9.9% | +25.4% | +23.5% |
| 1Y | +51.4% | +19.3% | +32.1% | +29.1% |
| 3Y | +117.9% | +68.4% | +49.6% | +38.5% |
| 5Y | +272.6% | +29.1% | +243.5% | +189.8% |
| 10Y | +782.2% | +340.2% | +442.0% | +210.4% |
| All | +782.2% | +361.0% | +421.2% | +210.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling