+1,270.6%
SMH vs DOV
+824.7%
+445.8%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +1.2% |
| 7D | +4.3% | +1.3% | +3.0% | +3.4% |
| 30D | +0.9% | -8.6% | +9.5% | +7.0% |
| 3M | -2.8% | -13.1% | +10.3% | +6.6% |
| 6M | +45.6% | -8.8% | +54.4% | +54.5% |
| YTD | +59.5% | -1.2% | +60.7% | +59.9% |
| 1Y | +93.4% | +10.7% | +82.7% | +78.7% |
| 3Y | +287.1% | +39.3% | +247.8% | +207.0% |
| 5Y | +338.0% | +16.4% | +321.6% | +290.9% |
| 10Y | +1,876.8% | +302.5% | +1,574.3% | +644.0% |
| All | +1,270.6% | +824.7% | +445.8% | +98.5% |
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