+1,351.8%
QLD vs DOV
+342.9%
+1,008.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +1.9% |
| 7D | -10.3% | -1.9% | -8.4% | -8.5% |
| 30D | -26.1% | +8.3% | -34.3% | -31.5% |
| 3M | -17.8% | -3.1% | -14.7% | -15.3% |
| 6M | -15.6% | -9.8% | -5.7% | -7.2% |
| YTD | +5.4% | +5.2% | +0.2% | -1.8% |
| 1Y | +5.2% | +15.3% | -10.1% | -10.8% |
| 3Y | +139.4% | +58.8% | +80.7% | +46.3% |
| 5Y | +66.7% | +26.6% | +40.1% | +30.3% |
| All | +1,351.8% | +342.9% | +1,008.9% | +455.9% |
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