+365.4%
STX vs DOV
+11.5%
+353.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.4% | +5.8% |
| 7D | +2.4% | -2.7% | +5.0% | +3.9% |
| 30D | +1.4% | -8.1% | +9.5% | +6.4% |
| 3M | -8.2% | -9.4% | +1.2% | -2.5% |
| 6M | +127.0% | -12.6% | +139.6% | +142.9% |
| YTD | +209.1% | -0.5% | +209.6% | +212.1% |
| 1Y | +365.4% | +9.2% | +356.2% | +349.0% |
| All | +365.4% | +11.5% | +353.9% | +349.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling