+3.6%
QCOM vs DOV
+17.6%
-14.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.5% | +1.6% |
| 7D | +2.0% | -0.1% | +2.1% | +2.2% |
| 30D | +1.2% | +11.3% | -10.1% | -5.1% |
| 3M | +9.1% | +2.2% | +6.9% | +7.8% |
| 6M | -25.0% | -2.9% | -22.0% | -23.2% |
| YTD | +4.8% | +9.6% | -4.8% | -1.4% |
| 1Y | +3.6% | +16.7% | -13.0% | -9.0% |
| All | +3.6% | +17.6% | -14.0% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling