+62,999.7%
SMTC vs DOV
+5,976.9%
+57,022.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.9% | +8.3% | +8.6% |
| 7D | +12.7% | -2.7% | +15.4% | +14.8% |
| 30D | +22.0% | -8.1% | +30.1% | +29.3% |
| 3M | -12.7% | -9.4% | -3.3% | -6.4% |
| 6M | +64.8% | -12.6% | +77.4% | +81.1% |
| YTD | +100.7% | -0.5% | +101.2% | +101.9% |
| 1Y | +146.9% | +9.2% | +137.6% | +133.0% |
| 3Y | +456.8% | +34.1% | +422.7% | +378.7% |
| 5Y | +89.2% | +17.3% | +72.0% | +76.3% |
| 10Y | +426.9% | +284.9% | +141.9% | +138.6% |
| All | +62,999.7% | +5,976.9% | +57,022.8% | +11,829.9% |
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