+155.8%
SPMO vs DOV
+35.8%
+120.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -0.8% |
| 7D | +0.1% | -1.9% | +2.0% | +1.0% |
| 30D | -0.7% | -9.9% | +9.2% | +4.3% |
| 3M | +2.8% | -12.1% | +15.0% | +9.2% |
| 6M | +24.4% | -10.4% | +34.9% | +30.6% |
| YTD | +24.2% | -3.3% | +27.5% | +25.2% |
| 1Y | +24.5% | +7.8% | +16.7% | +18.4% |
| All | +155.8% | +35.8% | +120.0% | +119.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling