+15.8%
STRL vs DOV
-12.3%
+28.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.9% | +4.8% | +4.3% |
| 7D | +3.4% | -2.7% | +6.1% | +7.7% |
| 30D | -9.2% | -8.1% | -1.2% | +3.2% |
| 3M | -51.0% | -9.4% | -41.6% | -43.5% |
| 6M | +15.8% | -12.6% | +28.4% | +48.1% |
| All | +15.8% | -12.3% | +28.1% | +48.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling