+483.8%
STX vs DOV
+28.5%
+455.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | -17.3% | -0.7% | -16.5% | -16.3% |
| 30D | -35.9% | +12.3% | -48.2% | -40.5% |
| 3M | -37.3% | +1.2% | -38.5% | -37.6% |
| 6M | -35.8% | -3.1% | -32.7% | -34.5% |
| YTD | +82.7% | +9.4% | +73.4% | +71.0% |
| 1Y | +71.6% | +17.6% | +54.0% | +52.6% |
| 3Y | +635.3% | +66.5% | +568.7% | +400.6% |
| 5Y | +483.8% | +29.0% | +454.7% | +336.4% |
| All | +483.8% | +28.5% | +455.2% | +336.4% |
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