+1,450.1%
QLD vs DOV
+333.6%
+1,116.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | -3.8% | -0.7% | -3.1% | -2.6% |
| 30D | -20.5% | +12.3% | -32.8% | -28.9% |
| 3M | -14.6% | +1.2% | -15.8% | -15.6% |
| 6M | -14.7% | -3.1% | -11.6% | -12.4% |
| YTD | +11.2% | +9.4% | +1.8% | -0.3% |
| 1Y | +7.1% | +17.6% | -10.5% | -11.0% |
| 3Y | +141.1% | +66.5% | +74.6% | +40.3% |
| 5Y | +84.3% | +29.0% | +55.3% | +41.0% |
| 10Y | +1,450.1% | +329.8% | +1,120.2% | +447.2% |
| All | +1,450.1% | +333.6% | +1,116.5% | +447.2% |
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