+409.6%
SIMO vs DOV
+361.0%
+48.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.5% | +1.2% | +3.4% |
| 7D | -8.2% | -1.4% | -6.8% | -7.2% |
| 30D | -34.6% | +12.8% | -47.4% | -38.3% |
| 3M | -32.6% | +1.1% | -33.8% | -32.8% |
| 6M | -31.8% | -2.6% | -29.2% | -30.7% |
| YTD | +87.6% | +9.9% | +77.7% | +78.5% |
| 1Y | +86.7% | +19.3% | +67.4% | +70.3% |
| 3Y | +227.4% | +68.4% | +159.1% | +153.8% |
| 5Y | +173.0% | +29.1% | +143.9% | +136.1% |
| 10Y | +409.6% | +340.2% | +69.5% | +185.0% |
| All | +409.6% | +361.0% | +48.7% | +185.0% |
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