-66.5%
STRL vs DOV
-2.9%
-63.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +4.5% | +10.5% | +9.2% |
| 7D | -13.3% | -1.4% | -12.0% | -11.8% |
| 30D | -43.3% | +12.8% | -56.1% | -50.2% |
| 3M | -46.9% | +1.1% | -48.0% | -47.1% |
| All | -66.5% | -2.9% | -63.6% | -64.6% |
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