+4,344.1%
SMCI vs DOV
+750.4%
+3,593.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -2.1% |
| 7D | +5.2% | +1.3% | +3.9% | +4.3% |
| 30D | +23.7% | -8.6% | +32.4% | +31.6% |
| 3M | -4.2% | -13.1% | +8.9% | +6.6% |
| 6M | +21.7% | -8.8% | +30.5% | +30.8% |
| YTD | +33.0% | -1.2% | +34.2% | +35.7% |
| 1Y | -9.3% | +10.7% | -20.0% | -15.5% |
| 3Y | +38.7% | +39.3% | -0.6% | +12.2% |
| 5Y | +967.2% | +16.4% | +950.7% | +869.5% |
| 10Y | +1,745.9% | +302.5% | +1,443.4% | +626.3% |
| All | +4,344.1% | +750.4% | +3,593.6% | +833.7% |
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