-20.8%
STRL vs DOV
+15.4%
-36.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | +1.1% |
| 7D | +23.4% | +3.4% | +20.0% | +18.7% |
| 30D | -39.5% | +8.8% | -48.3% | -45.3% |
| 3M | -45.1% | +0.9% | -46.0% | -45.1% |
| 6M | -64.6% | -2.8% | -61.7% | -62.7% |
| YTD | -1.5% | +8.1% | -9.6% | -5.0% |
| 1Y | -20.8% | +15.2% | -36.0% | -29.0% |
| All | -20.8% | +15.4% | -36.2% | -29.0% |
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