+10,012.8%
STRL vs DOV
+5,798.9%
+4,213.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.8% | +3.1% |
| 7D | -26.9% | -1.9% | -25.0% | -26.1% |
| 30D | -52.7% | +8.3% | -60.9% | -54.5% |
| 3M | -52.8% | -3.1% | -49.8% | -51.9% |
| 6M | -71.5% | -9.8% | -61.7% | -69.7% |
| YTD | -17.4% | +5.2% | -22.6% | -18.2% |
| 1Y | -35.0% | +15.3% | -50.3% | -38.4% |
| 3Y | +239.2% | +58.8% | +180.5% | +180.4% |
| 5Y | +830.2% | +26.6% | +803.6% | +755.0% |
| 10Y | +3,574.7% | +351.6% | +3,223.1% | +1,902.9% |
| All | +10,012.8% | +5,798.9% | +4,213.9% | +2,971.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling