-37.2%
QID vs DOV
+11.5%
-48.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | +0.2% |
| 7D | -0.6% | -2.7% | +2.0% | -2.0% |
| 30D | 0.0% | -8.1% | +8.1% | -4.4% |
| 3M | +3.7% | -9.4% | +13.1% | -0.8% |
| 6M | -29.9% | -12.6% | -17.2% | -32.6% |
| YTD | -28.8% | -0.5% | -28.3% | -28.6% |
| 1Y | -37.2% | +9.2% | -46.4% | -35.1% |
| All | -37.2% | +11.5% | -48.7% | -35.1% |
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