+7,178.3%
STRL vs DOV
+294.8%
+6,883.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.3% | +2.4% |
| 7D | +10.1% | +2.5% | +7.6% | +7.9% |
| 30D | -8.2% | -7.5% | -0.7% | -1.8% |
| 3M | -43.7% | -9.7% | -34.0% | -38.5% |
| 6M | +27.1% | -6.1% | +33.2% | +36.4% |
| YTD | +64.0% | +0.5% | +63.5% | +66.4% |
| 1Y | +75.2% | +10.5% | +64.6% | +64.7% |
| 3Y | +539.9% | +41.7% | +498.2% | +403.9% |
| 5Y | +2,133.0% | +18.4% | +2,114.5% | +1,883.9% |
| 10Y | +7,178.3% | +289.8% | +6,888.5% | +3,280.9% |
| All | +7,178.3% | +294.8% | +6,883.5% | +3,280.9% |
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 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