+16,011.1%
STX vs DOV
+1,439.9%
+14,571.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.9% | +5.4% | +5.7% |
| 7D | +2.4% | -2.7% | +5.0% | +4.1% |
| 30D | +1.4% | -8.1% | +9.5% | +7.0% |
| 3M | -8.2% | -9.4% | +1.2% | -2.5% |
| 6M | +127.0% | -12.6% | +139.6% | +146.9% |
| YTD | +209.1% | -0.5% | +209.6% | +208.4% |
| 1Y | +365.4% | +9.2% | +356.2% | +335.4% |
| 3Y | +1,135.4% | +34.1% | +1,101.3% | +904.8% |
| 5Y | +991.5% | +17.3% | +974.2% | +857.2% |
| 10Y | +3,695.8% | +284.9% | +3,410.9% | +1,360.9% |
| All | +16,011.1% | +1,439.9% | +14,571.2% | +2,393.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling