+303.6%
SIMO vs DOV
+19.9%
+283.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.2% | +5.7% |
| 7D | +14.6% | +2.5% | +12.1% | +13.1% |
| 30D | +6.2% | -7.5% | +13.7% | +10.9% |
| 3M | +3.6% | -9.7% | +13.2% | +9.5% |
| 6M | +130.8% | -6.1% | +136.9% | +137.8% |
| YTD | +195.8% | +0.5% | +195.3% | +193.5% |
| 1Y | +225.0% | +10.5% | +214.5% | +205.6% |
| 3Y | +452.3% | +41.7% | +410.6% | +369.3% |
| 5Y | +303.6% | +18.4% | +285.2% | +283.6% |
| All | +303.6% | +19.9% | +283.7% | +283.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling