+266.4%
STT vs DOV
+286.8%
-20.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +1.3% |
| 7D | +1.0% | +1.3% | -0.4% | 0.0% |
| 30D | +2.8% | -8.6% | +11.4% | +9.7% |
| 3M | +18.1% | -13.1% | +31.3% | +29.8% |
| 6M | +59.2% | -8.8% | +68.0% | +67.8% |
| YTD | +51.5% | -1.2% | +52.7% | +49.7% |
| 1Y | +75.7% | +10.7% | +65.0% | +58.1% |
| 3Y | +200.8% | +39.3% | +161.5% | +121.0% |
| 5Y | +155.8% | +16.4% | +139.3% | +114.3% |
| 10Y | +266.4% | +302.5% | -36.1% | +48.7% |
| All | +266.4% | +286.8% | -20.4% | +48.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling