+388.8%
SIMO vs DOV
+325.7%
+63.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.7% |
| 7D | +4.1% | +3.0% | +1.1% | +2.6% |
| 30D | -24.0% | +8.6% | -32.6% | -26.8% |
| 3M | -31.8% | +1.9% | -33.6% | -32.2% |
| 6M | -36.9% | -1.7% | -35.2% | -36.1% |
| YTD | +84.8% | +8.3% | +76.5% | +77.2% |
| 1Y | +99.0% | +16.6% | +82.4% | +83.7% |
| 3Y | +217.9% | +65.1% | +152.8% | +148.7% |
| 5Y | +171.5% | +29.2% | +142.3% | +134.9% |
| All | +388.8% | +325.7% | +63.1% | +167.9% |
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