+43.4%
SMH vs DOV
+21.2%
+22.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.5% |
| 7D | -11.2% | +2.2% | -13.4% | -12.5% |
| 30D | -20.4% | +11.2% | -31.6% | -25.7% |
| 3M | -12.4% | +1.6% | -14.0% | -13.3% |
| 6M | -0.5% | -3.2% | +2.7% | +1.9% |
| YTD | +40.0% | +9.7% | +30.3% | +34.2% |
| 1Y | +43.4% | +20.5% | +22.9% | +29.7% |
| All | +43.4% | +21.2% | +22.2% | +29.7% |
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 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