+340.6%
STRL vs DOV
+65.5%
+275.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.3% |
| 7D | +15.7% | +3.0% | +12.7% | +12.4% |
| 30D | -35.5% | +8.6% | -44.1% | -40.5% |
| 3M | -47.1% | +1.9% | -49.0% | -47.7% |
| 6M | -65.8% | -1.7% | -64.1% | -64.8% |
| YTD | -4.5% | +8.3% | -12.9% | -9.4% |
| 1Y | -10.5% | +16.6% | -27.0% | -21.0% |
| 3Y | +340.6% | +65.1% | +275.5% | +231.4% |
| All | +340.6% | +65.5% | +275.1% | +231.4% |
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