+215.6%
SMH vs DOV
+65.5%
+150.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.2% |
| 7D | +4.9% | +3.0% | +1.9% | +2.6% |
| 30D | -13.8% | +8.6% | -22.4% | -18.7% |
| 3M | -17.4% | +1.9% | -19.2% | -18.4% |
| 6M | -15.0% | -1.7% | -13.3% | -13.8% |
| YTD | +35.2% | +8.3% | +26.8% | +26.3% |
| 1Y | +41.6% | +16.6% | +25.0% | +24.7% |
| 3Y | +215.6% | +65.1% | +150.5% | +124.2% |
| All | +215.6% | +65.5% | +150.1% | +124.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling