+1,817.6%
SMH vs DOV
+300.2%
+1,517.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.9% |
| 7D | +0.3% | -2.0% | +2.3% | +1.6% |
| 30D | -2.8% | -8.9% | +6.1% | +3.5% |
| 3M | -6.7% | -13.3% | +6.5% | +2.6% |
| 6M | +41.8% | -9.7% | +51.4% | +51.6% |
| YTD | +57.9% | -2.5% | +60.3% | +59.7% |
| 1Y | +87.6% | +7.2% | +80.4% | +76.8% |
| 3Y | +282.9% | +39.4% | +243.5% | +202.5% |
| 5Y | +330.4% | +15.8% | +314.6% | +280.0% |
| All | +1,817.6% | +300.2% | +1,517.4% | +897.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling