-99.1%
QID vs DOV
+300.2%
-399.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -0.9% |
| 7D | +1.3% | -2.0% | +3.3% | -0.6% |
| 30D | +2.9% | -8.9% | +11.8% | -5.7% |
| 3M | -0.7% | -13.3% | +12.5% | -12.1% |
| 6M | -29.7% | -9.7% | -20.0% | -34.4% |
| YTD | -27.9% | -2.5% | -25.4% | -27.1% |
| 1Y | -34.6% | +7.2% | -41.8% | -27.0% |
| 3Y | -73.5% | +39.4% | -112.9% | -56.6% |
| 5Y | -81.0% | +15.8% | -96.8% | -68.4% |
| All | -99.1% | +300.2% | -399.3% | -95.7% |
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