+119.0%
SMTC vs DOV
+16.3%
+102.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +2.5% |
| 7D | +22.5% | +1.3% | +21.1% | +21.0% |
| 30D | +24.9% | -8.6% | +33.5% | +37.3% |
| 3M | +4.1% | -13.1% | +17.2% | +20.5% |
| 6M | +92.6% | -8.8% | +101.4% | +111.6% |
| YTD | +122.5% | -1.2% | +123.7% | +124.0% |
| 1Y | +166.2% | +10.7% | +155.5% | +136.6% |
| 3Y | +577.2% | +39.3% | +537.9% | +403.8% |
| 5Y | +119.0% | +16.4% | +102.5% | +77.6% |
| All | +119.0% | +16.3% | +102.6% | +77.6% |
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