-80.7%
QID vs DOV
+13.3%
-94.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.1% | +4.4% | +0.1% |
| 7D | +2.7% | -1.9% | +4.7% | +0.7% |
| 30D | +3.3% | -9.9% | +13.2% | -7.3% |
| 3M | -5.5% | -12.1% | +6.6% | -16.2% |
| 6M | -28.4% | -10.4% | -18.0% | -34.4% |
| YTD | -26.6% | -3.3% | -23.2% | -26.2% |
| 1Y | -34.1% | +7.8% | -41.9% | -24.7% |
| 3Y | -73.7% | +36.3% | -110.0% | -53.4% |
| 5Y | -80.7% | +14.8% | -95.5% | -64.0% |
| All | -80.7% | +13.3% | -94.0% | -64.0% |
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 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