+277.1%
STLD vs DOV
+29.1%
+248.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.5% | -3.4% |
| 7D | +2.9% | +3.0% | -0.1% | +0.7% |
| 30D | -5.6% | +8.6% | -14.1% | -11.0% |
| 3M | -11.7% | +1.9% | -13.6% | -12.9% |
| 6M | -2.8% | -1.7% | -1.1% | -2.3% |
| YTD | +36.4% | +8.3% | +28.1% | +26.8% |
| 1Y | +50.0% | +16.6% | +33.4% | +31.7% |
| 3Y | +122.3% | +65.1% | +57.2% | +50.4% |
| All | +277.1% | +29.1% | +248.0% | +189.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling