+47.0%
QCOM vs DOV
+57.1%
-10.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.6% | +4.9% | +5.1% |
| 7D | +0.4% | -1.9% | +2.2% | +1.8% |
| 30D | -6.6% | +8.3% | -14.9% | -11.3% |
| 3M | +3.7% | -3.1% | +6.8% | +6.0% |
| 6M | -13.3% | -9.8% | -3.5% | -7.0% |
| YTD | -1.8% | +5.2% | -7.0% | -5.7% |
| 1Y | -2.5% | +15.3% | -17.8% | -12.3% |
| 3Y | +47.0% | +58.8% | -11.8% | +15.6% |
| All | +47.0% | +57.1% | -10.2% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling