+235.5%
SIMO vs DOV
+8.9%
+226.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.8% | +3.0% |
| 7D | +14.5% | +1.3% | +13.2% | +13.7% |
| 30D | +20.4% | -8.6% | +29.1% | +26.2% |
| 3M | +7.1% | -13.1% | +20.3% | +14.6% |
| 6M | +129.2% | -8.8% | +138.1% | +137.6% |
| YTD | +201.9% | -1.2% | +203.2% | +206.5% |
| 1Y | +235.5% | +10.7% | +224.8% | +237.7% |
| All | +235.5% | +8.9% | +226.6% | +237.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling