+239.2%
STRL vs DOV
+57.1%
+182.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.8% | +2.8% |
| 7D | -26.9% | -1.9% | -25.0% | -25.1% |
| 30D | -52.7% | +8.3% | -60.9% | -56.5% |
| 3M | -52.8% | -3.1% | -49.8% | -51.0% |
| 6M | -71.5% | -9.8% | -61.7% | -67.8% |
| YTD | -17.4% | +5.2% | -22.6% | -19.6% |
| 1Y | -35.0% | +15.3% | -50.3% | -42.2% |
| 3Y | +239.2% | +58.8% | +180.5% | +120.2% |
| All | +239.2% | +57.1% | +182.1% | +120.2% |
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