+30.9%
QCOM vs DOV
+17.7%
+13.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.6% |
| 7D | +3.3% | -2.7% | +6.0% | +5.3% |
| 30D | +7.7% | -8.1% | +15.8% | +14.6% |
| 3M | -30.1% | -9.4% | -20.7% | -24.9% |
| 6M | +22.8% | -12.6% | +35.5% | +35.1% |
| YTD | +0.2% | -0.5% | +0.7% | -0.7% |
| 1Y | +7.9% | +9.2% | -1.4% | -1.1% |
| 3Y | +55.8% | +34.1% | +21.7% | +18.3% |
| All | +30.9% | +17.7% | +13.1% | +5.9% |
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