+576.6%
SPMO vs DOV
+370.4%
+206.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.1% |
| 7D | +3.4% | +2.5% | +0.9% | +2.3% |
| 30D | +0.5% | -7.5% | +8.0% | +4.0% |
| 3M | +1.9% | -9.7% | +11.6% | +6.4% |
| 6M | +27.8% | -6.1% | +33.9% | +30.9% |
| YTD | +26.7% | +0.5% | +26.2% | +25.6% |
| 1Y | +28.9% | +10.5% | +18.4% | +22.1% |
| 3Y | +160.7% | +41.7% | +119.0% | +120.2% |
| 5Y | +150.2% | +18.4% | +131.7% | +124.0% |
| 10Y | +517.5% | +289.8% | +227.8% | +287.9% |
| All | +576.6% | +370.4% | +206.2% | +320.5% |
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