+419.3%
SIMO vs DOV
+39.5%
+379.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.9% | +7.8% | +8.1% |
| 7D | +4.2% | -2.7% | +6.9% | +6.0% |
| 30D | +4.1% | -8.1% | +12.2% | +9.8% |
| 3M | -12.9% | -9.4% | -3.5% | -7.4% |
| 6M | +110.3% | -12.6% | +123.0% | +126.9% |
| YTD | +178.6% | -0.5% | +179.1% | +176.4% |
| 1Y | +220.0% | +9.2% | +210.7% | +197.8% |
| All | +419.3% | +39.5% | +379.8% | +354.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling