+1,520.2%
QLD vs DOV
+333.4%
+1,186.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.4% |
| 7D | -1.2% | -0.1% | -1.1% | -0.5% |
| 30D | -15.7% | +11.3% | -27.0% | -23.9% |
| 3M | -10.0% | +2.2% | -12.2% | -11.9% |
| 6M | -11.2% | -2.9% | -8.3% | -9.0% |
| YTD | +16.4% | +9.6% | +6.7% | +4.2% |
| 1Y | +12.7% | +16.7% | -4.0% | -5.5% |
| 3Y | +152.3% | +66.9% | +85.4% | +46.5% |
| 5Y | +91.8% | +32.0% | +59.8% | +43.8% |
| 10Y | +1,520.2% | +334.8% | +1,185.5% | +472.1% |
| All | +1,520.2% | +333.4% | +1,186.8% | +472.1% |
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 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