+366.2%
STX vs DOV
+8.9%
+357.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.0% |
| 7D | +9.6% | +1.3% | +8.2% | +8.8% |
| 30D | +10.6% | -8.6% | +19.3% | +16.6% |
| 3M | +4.8% | -13.1% | +17.9% | +14.1% |
| 6M | +137.3% | -8.8% | +146.1% | +150.4% |
| YTD | +222.5% | -1.2% | +223.7% | +226.7% |
| 1Y | +366.2% | +10.7% | +355.5% | +355.5% |
| All | +366.2% | +8.9% | +357.3% | +355.5% |
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