+11,526.8%
STRL vs DOV
+6,063.1%
+5,463.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +4.5% | +10.5% | +12.7% |
| 7D | -13.3% | -1.4% | -12.0% | -12.3% |
| 30D | -43.3% | +12.8% | -56.1% | -46.5% |
| 3M | -46.9% | +1.1% | -48.0% | -46.9% |
| 6M | -65.6% | -2.6% | -63.0% | -64.8% |
| YTD | -5.1% | +9.9% | -15.0% | -7.8% |
| 1Y | -23.1% | +19.3% | -42.4% | -28.2% |
| 3Y | +346.8% | +68.4% | +278.5% | +258.9% |
| 5Y | +907.2% | +29.1% | +878.0% | +816.7% |
| 10Y | +3,988.2% | +340.2% | +3,648.0% | +2,143.0% |
| All | +11,526.8% | +6,063.1% | +5,463.7% | +3,360.3% |
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