+3,786.6%
STRL vs DOV
+324.7%
+3,461.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | +0.5% |
| 7D | +23.4% | +3.4% | +20.0% | +20.4% |
| 30D | -39.5% | +8.8% | -48.3% | -43.4% |
| 3M | -45.1% | +0.9% | -46.0% | -45.1% |
| 6M | -64.6% | -2.8% | -61.7% | -63.3% |
| YTD | -1.5% | +8.1% | -9.6% | -5.5% |
| 1Y | -20.8% | +15.2% | -36.0% | -27.8% |
| 3Y | +353.1% | +64.5% | +288.6% | +215.6% |
| 5Y | +942.9% | +28.9% | +914.0% | +767.3% |
| All | +3,786.6% | +324.7% | +3,461.9% | +1,662.7% |
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 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