+6,593.0%
STT vs DOV
+6,592.8%
+0.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +0.4% | -0.1% | +0.5% | +0.5% |
| 30D | -0.4% | +11.3% | -11.7% | -7.3% |
| 3M | -6.5% | +2.2% | -8.7% | -8.1% |
| 6M | +17.2% | -2.9% | +20.1% | +18.2% |
| YTD | +38.2% | +9.6% | +28.6% | +28.0% |
| 1Y | +49.3% | +16.7% | +32.6% | +32.6% |
| 3Y | +181.9% | +66.9% | +115.0% | +94.4% |
| 5Y | +106.9% | +32.0% | +74.9% | +66.6% |
| 10Y | +203.1% | +334.8% | -131.6% | +14.0% |
| All | +6,593.0% | +6,592.8% | +0.1% | +665.4% |
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