+7,325.6%
STT vs DOV
+5,976.9%
+1,348.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.8% | -0.5% |
| 7D | +0.5% | -2.7% | +3.1% | +2.3% |
| 30D | +3.9% | -8.1% | +11.9% | +9.7% |
| 3M | +20.0% | -9.4% | +29.4% | +27.0% |
| 6M | +55.3% | -12.6% | +67.9% | +67.7% |
| YTD | +53.3% | -0.5% | +53.8% | +51.6% |
| 1Y | +74.7% | +9.2% | +65.5% | +61.4% |
| 3Y | +205.8% | +34.1% | +171.7% | +143.4% |
| 5Y | +145.0% | +17.3% | +127.7% | +113.4% |
| 10Y | +266.0% | +284.9% | -18.9% | +48.4% |
| All | +7,325.6% | +5,976.9% | +1,348.8% | +806.8% |
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