+1,418.0%
QLD vs DOV
+361.0%
+1,057.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +4.5% | +2.3% | +2.4% |
| 7D | -1.4% | -1.4% | -0.1% | +0.4% |
| 30D | -19.6% | +12.8% | -32.4% | -28.3% |
| 3M | -14.1% | +1.1% | -15.3% | -15.1% |
| 6M | -13.6% | -2.6% | -11.0% | -11.8% |
| YTD | +12.5% | +9.9% | +2.6% | +0.5% |
| 1Y | +13.1% | +19.3% | -6.2% | -7.2% |
| 3Y | +154.7% | +68.4% | +86.3% | +46.8% |
| 5Y | +81.1% | +29.1% | +51.9% | +38.5% |
| 10Y | +1,418.0% | +340.2% | +1,077.8% | +447.7% |
| All | +1,418.0% | +361.0% | +1,057.0% | +447.7% |
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