+1,502.1%
QLD vs DOV
+325.7%
+1,176.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.7% |
| 7D | +7.0% | +3.0% | +4.0% | +4.1% |
| 30D | -14.3% | +8.6% | -22.9% | -20.7% |
| 3M | -16.0% | +1.9% | -17.9% | -17.5% |
| 6M | -14.2% | -1.7% | -12.6% | -13.2% |
| YTD | +12.8% | +8.3% | +4.4% | +2.1% |
| 1Y | +14.1% | +16.6% | -2.5% | -4.3% |
| 3Y | +146.0% | +65.1% | +80.8% | +44.3% |
| 5Y | +82.0% | +29.2% | +52.9% | +39.3% |
| All | +1,502.1% | +325.7% | +1,176.5% | +472.9% |
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 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