+3,365.1%
SIMO vs DOV
+1,065.5%
+2,299.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.9% | +7.8% | +8.1% |
| 7D | +4.2% | -2.7% | +6.9% | +6.1% |
| 30D | +4.1% | -8.1% | +12.2% | +10.0% |
| 3M | -12.9% | -9.4% | -3.5% | -7.2% |
| 6M | +110.3% | -12.6% | +123.0% | +128.2% |
| YTD | +178.6% | -0.5% | +179.1% | +177.3% |
| 1Y | +220.0% | +9.2% | +210.7% | +198.7% |
| 3Y | +409.0% | +34.1% | +374.9% | +313.2% |
| 5Y | +277.3% | +17.3% | +260.1% | +223.8% |
| 10Y | +506.6% | +284.9% | +221.7% | +108.4% |
| All | +3,365.1% | +1,065.5% | +2,299.5% | +331.6% |
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 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