+2,226.3%
SIMO vs DOV
+1,187.0%
+1,039.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.5% | +1.2% | +2.8% |
| 7D | -8.5% | -1.4% | -7.1% | -7.3% |
| 30D | -34.8% | +12.8% | -47.6% | -39.4% |
| 3M | -32.8% | +1.1% | -34.0% | -33.1% |
| 6M | -32.0% | -2.6% | -29.4% | -30.6% |
| YTD | +87.0% | +9.9% | +77.1% | +75.2% |
| 1Y | +86.1% | +19.3% | +66.8% | +65.2% |
| 3Y | +226.4% | +68.4% | +158.0% | +130.3% |
| 5Y | +172.1% | +29.1% | +143.0% | +120.7% |
| 10Y | +408.0% | +340.2% | +67.9% | +61.2% |
| All | +2,226.3% | +1,187.0% | +1,039.3% | +172.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling