+579.5%
SIMO vs DOV
+286.8%
+292.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +2.9% |
| 7D | +14.5% | +1.3% | +13.2% | +13.8% |
| 30D | +20.4% | -8.6% | +29.1% | +26.1% |
| 3M | +7.1% | -13.1% | +20.3% | +15.1% |
| 6M | +129.2% | -8.8% | +138.1% | +139.5% |
| YTD | +201.9% | -1.2% | +203.2% | +202.6% |
| 1Y | +235.5% | +10.7% | +224.8% | +216.8% |
| 3Y | +463.8% | +39.3% | +424.6% | +378.9% |
| 5Y | +306.7% | +16.4% | +290.3% | +269.8% |
| 10Y | +579.5% | +302.5% | +277.0% | +273.7% |
| All | +579.5% | +286.8% | +292.7% | +273.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling