+1.1%
STZ vs DOV
+342.9%
-341.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -2.0% |
| 7D | +4.9% | -1.9% | +6.8% | +5.6% |
| 30D | +20.9% | +8.3% | +12.6% | +16.9% |
| 3M | +8.0% | -3.1% | +11.0% | +9.0% |
| 6M | -5.3% | -9.8% | +4.5% | -2.0% |
| YTD | +5.9% | +5.2% | +0.7% | +2.4% |
| 1Y | +14.2% | +15.3% | -1.1% | +6.3% |
| 3Y | -37.0% | +58.8% | -95.7% | -50.3% |
| 5Y | -29.7% | +26.6% | -56.3% | -39.8% |
| All | +1.1% | +342.9% | -341.8% | -29.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling