+14.1%
QLD vs DOV
+15.9%
-1.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +7.0% | +3.0% | +4.0% | +5.0% |
| 30D | -14.3% | +8.6% | -22.9% | -18.1% |
| 3M | -16.0% | +1.9% | -17.9% | -16.6% |
| 6M | -14.2% | -1.7% | -12.6% | -12.9% |
| YTD | +12.8% | +8.3% | +4.4% | +8.3% |
| 1Y | +14.1% | +16.6% | -2.5% | +4.8% |
| All | +14.1% | +15.9% | -1.8% | +4.8% |
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