+327.2%
SMH vs DOV
+14.8%
+312.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.8% |
| 7D | +0.3% | -2.0% | +2.3% | +1.9% |
| 30D | -2.8% | -8.9% | +6.1% | +4.6% |
| 3M | -6.7% | -13.3% | +6.5% | +4.2% |
| 6M | +41.8% | -9.7% | +51.4% | +53.0% |
| YTD | +57.9% | -2.5% | +60.3% | +59.3% |
| 1Y | +87.6% | +7.2% | +80.4% | +73.9% |
| 3Y | +282.9% | +39.4% | +243.5% | +180.8% |
| All | +327.2% | +14.8% | +312.4% | +249.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling