+7.1%
QLD vs DOV
+18.0%
-10.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | -3.8% | -0.7% | -3.1% | -3.1% |
| 30D | -20.5% | +12.3% | -32.8% | -25.6% |
| 3M | -14.6% | +1.2% | -15.8% | -14.9% |
| 6M | -14.7% | -3.1% | -11.6% | -12.8% |
| YTD | +11.2% | +9.4% | +1.8% | +5.5% |
| 1Y | +7.1% | +17.6% | -10.5% | -4.1% |
| All | +7.1% | +18.0% | -10.9% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling