+140.2%
STLD vs DOV
+39.5%
+100.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.6% | -2.3% |
| 7D | +3.1% | -2.7% | +5.8% | +5.1% |
| 30D | -9.0% | -8.1% | -0.9% | -3.4% |
| 3M | -12.4% | -9.4% | -3.0% | -6.7% |
| 6M | +25.5% | -12.6% | +38.1% | +36.9% |
| YTD | +43.6% | -0.5% | +44.1% | +41.5% |
| 1Y | +87.2% | +9.2% | +77.9% | +71.1% |
| All | +140.2% | +39.5% | +100.7% | +95.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling