+9,818.1%
STZ vs DOV
+5,065.8%
+4,752.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -1.0% |
| 7D | -1.9% | -2.7% | +0.7% | -1.1% |
| 30D | -1.9% | -8.1% | +6.2% | +0.9% |
| 3M | -6.2% | -9.4% | +3.2% | -3.4% |
| 6M | -14.0% | -12.6% | -1.4% | -10.6% |
| YTD | -5.1% | -0.5% | -4.6% | -5.6% |
| 1Y | -9.6% | +9.2% | -18.8% | -13.0% |
| 3Y | -47.2% | +34.1% | -81.4% | -53.3% |
| 5Y | -33.6% | +17.3% | -50.8% | -39.4% |
| 10Y | -9.8% | +284.9% | -294.7% | -45.0% |
| All | +9,818.1% | +5,065.8% | +4,752.3% | +2,724.5% |
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