+1,383.2%
STX vs DOV
+42.3%
+1,340.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.0% | +5.5% | +5.9% |
| 7D | +10.7% | +2.5% | +8.2% | +9.1% |
| 30D | +11.3% | -7.5% | +18.8% | +16.9% |
| 3M | +3.2% | -9.7% | +12.9% | +10.0% |
| 6M | +157.0% | -6.1% | +163.1% | +166.9% |
| YTD | +229.2% | +0.5% | +228.7% | +226.3% |
| 1Y | +381.8% | +10.5% | +371.3% | +348.4% |
| 3Y | +1,383.2% | +41.7% | +1,341.5% | +1,177.0% |
| All | +1,383.2% | +42.3% | +1,340.9% | +1,177.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling