+82.1%
QLD vs DOV
+29.1%
+53.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.7% |
| 7D | +7.0% | +3.0% | +4.0% | +3.8% |
| 30D | -14.3% | +8.6% | -22.9% | -21.2% |
| 3M | -16.0% | +1.9% | -17.9% | -17.7% |
| 6M | -14.2% | -1.7% | -12.6% | -13.2% |
| YTD | +12.8% | +8.3% | +4.4% | +0.4% |
| 1Y | +14.1% | +16.6% | -2.5% | -7.0% |
| 3Y | +146.0% | +65.1% | +80.8% | +25.7% |
| All | +82.1% | +29.1% | +53.0% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling