+1,144.9%
STX vs DOV
+19.9%
+1,124.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.0% | +5.5% | +5.8% |
| 7D | +10.7% | +2.5% | +8.2% | +8.9% |
| 30D | +11.3% | -7.5% | +18.8% | +17.4% |
| 3M | +3.2% | -9.7% | +12.9% | +10.4% |
| 6M | +157.0% | -6.1% | +163.1% | +167.5% |
| YTD | +229.2% | +0.5% | +228.7% | +225.6% |
| 1Y | +381.8% | +10.5% | +371.3% | +344.0% |
| 3Y | +1,383.2% | +41.7% | +1,341.5% | +1,027.9% |
| 5Y | +1,144.9% | +18.4% | +1,126.4% | +900.9% |
| All | +1,144.9% | +19.9% | +1,124.9% | +900.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling