+75.4%
QBTS vs DOV
+16.3%
+59.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -1.8% |
| 7D | +3.8% | +1.3% | +2.5% | +2.8% |
| 30D | -15.2% | -8.6% | -6.6% | -9.3% |
| 3M | -27.2% | -13.1% | -14.1% | -19.5% |
| 6M | -10.1% | -8.8% | -1.3% | -4.7% |
| YTD | -34.5% | -1.2% | -33.3% | -34.8% |
| 1Y | +6.0% | +10.7% | -4.7% | -3.4% |
| 3Y | +1,779.3% | +39.3% | +1,740.0% | +1,496.5% |
| 5Y | +75.4% | +16.4% | +59.0% | +59.4% |
| All | +75.4% | +16.3% | +59.1% | +59.4% |
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