+80.8%
STLD vs DOV
+10.7%
+70.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.2% |
| 7D | +2.7% | +2.5% | +0.1% | +1.2% |
| 30D | -8.4% | -7.5% | -0.9% | -4.4% |
| 3M | -9.9% | -9.7% | -0.2% | -5.0% |
| 6M | +33.0% | -6.1% | +39.1% | +36.2% |
| YTD | +42.6% | +0.5% | +42.1% | +41.3% |
| 1Y | +80.8% | +10.5% | +70.2% | +82.4% |
| All | +80.8% | +10.7% | +70.1% | +82.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling