+769.0%
STLD vs DOV
+324.7%
+444.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | +0.3% |
| 7D | +6.9% | +3.4% | +3.4% | +4.0% |
| 30D | -1.5% | +8.8% | -10.3% | -7.9% |
| 3M | -9.7% | +0.9% | -10.6% | -10.4% |
| 6M | +2.3% | -2.8% | +5.2% | +3.8% |
| YTD | +41.0% | +8.1% | +32.9% | +30.4% |
| 1Y | +51.8% | +15.2% | +36.6% | +33.1% |
| 3Y | +126.4% | +64.5% | +61.9% | +46.6% |
| 5Y | +285.7% | +28.9% | +256.8% | +200.5% |
| All | +769.0% | +324.7% | +444.3% | +214.4% |
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