-8.8%
SMCI vs DOV
+8.6%
-17.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.4% | +6.6% |
| 7D | +1.3% | -2.0% | +3.3% | +3.0% |
| 30D | +6.6% | -8.9% | +15.5% | +14.5% |
| 3M | +25.4% | -13.3% | +38.7% | +40.4% |
| 6M | +26.1% | -9.7% | +35.8% | +38.9% |
| YTD | +37.0% | -2.5% | +39.5% | +52.8% |
| 1Y | -8.8% | +7.2% | -16.0% | +12.8% |
| All | -8.8% | +8.6% | -17.4% | +12.8% |
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