+148.2%
SPMO vs DOV
+13.3%
+134.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.4% |
| 3M | +2.8% | -12.1% | +15.0% | +9.4% |
| 6M | +24.4% | -10.4% | +34.9% | +30.8% |
| YTD | +24.2% | -3.3% | +27.5% | +25.2% |
| 1Y | +24.5% | +7.8% | +16.7% | +18.3% |
| 3Y | +155.6% | +36.3% | +119.2% | +113.0% |
| 5Y | +148.2% | +14.8% | +133.4% | +123.0% |
| All | +148.2% | +13.3% | +134.9% | +123.0% |
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