+19,359.6%
STRL vs DOV
+5,481.4%
+13,878.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.9% | +4.8% | +5.3% |
| 7D | +3.4% | -2.7% | +6.1% | +4.9% |
| 30D | -9.2% | -8.1% | -1.2% | -5.1% |
| 3M | -51.0% | -9.4% | -41.6% | -48.4% |
| 6M | +15.8% | -12.6% | +28.4% | +25.7% |
| YTD | +58.9% | -0.5% | +59.3% | +61.6% |
| 1Y | +68.5% | +9.2% | +59.3% | +63.9% |
| 3Y | +485.2% | +34.1% | +451.1% | +424.1% |
| 5Y | +2,005.1% | +17.3% | +1,987.8% | +1,903.3% |
| 10Y | +7,118.0% | +284.9% | +6,833.0% | +4,095.7% |
| All | +19,359.6% | +5,481.4% | +13,878.2% | +5,965.0% |
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