+263.7%
QCOM vs DOV
+294.8%
-31.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +2.5% |
| 7D | +5.1% | +2.5% | +2.5% | +3.3% |
| 30D | +4.3% | -7.5% | +11.8% | +9.7% |
| 3M | -19.6% | -9.7% | -9.9% | -14.3% |
| 6M | +29.5% | -6.1% | +35.6% | +34.4% |
| YTD | +3.4% | +0.5% | +2.9% | +2.3% |
| 1Y | +10.9% | +10.5% | +0.4% | +2.5% |
| 3Y | +74.8% | +41.7% | +33.1% | +36.2% |
| 5Y | +36.2% | +18.4% | +17.7% | +18.1% |
| 10Y | +263.7% | +289.8% | -26.0% | +83.8% |
| All | +263.7% | +294.8% | -31.0% | +83.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling