+517.6%
SPMO vs DOV
+300.2%
+217.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | -0.9% | -2.0% | +1.0% | 0.0% |
| 30D | -1.9% | -8.9% | +7.0% | +2.4% |
| 3M | -1.4% | -13.3% | +11.9% | +5.3% |
| 6M | +25.5% | -9.7% | +35.2% | +31.1% |
| YTD | +24.8% | -2.5% | +27.3% | +25.4% |
| 1Y | +24.5% | +7.2% | +17.3% | +19.0% |
| 3Y | +157.1% | +39.4% | +117.7% | +114.9% |
| 5Y | +149.5% | +15.8% | +133.7% | +123.3% |
| All | +517.6% | +300.2% | +217.4% | +266.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling