+292.2%
DOV vs QSR
+135.2%
+157.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.6% |
| 7D | -2.0% | -4.0% | +2.0% | -0.3% |
| 30D | -8.9% | +2.8% | -11.7% | -10.1% |
| 3M | -13.3% | +5.1% | -18.4% | -15.4% |
| 6M | -9.7% | +8.8% | -18.5% | -13.6% |
| YTD | -2.5% | +14.8% | -17.3% | -9.2% |
| 1Y | +7.2% | +25.7% | -18.5% | -4.6% |
| 3Y | +39.4% | +27.5% | +11.9% | +20.8% |
| 5Y | +15.8% | +41.3% | -25.4% | -5.6% |
| All | +292.2% | +135.2% | +157.0% | +152.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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