+9,127.5%
QLD vs DOV
+821.8%
+8,305.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.6% |
| 7D | +0.6% | -2.7% | +3.2% | +3.2% |
| 30D | -0.1% | -8.1% | +8.0% | +8.4% |
| 3M | -8.4% | -9.4% | +1.0% | +0.5% |
| 6M | +32.2% | -12.6% | +44.8% | +49.2% |
| YTD | +28.9% | -0.5% | +29.4% | +26.9% |
| 1Y | +43.8% | +9.2% | +34.6% | +27.5% |
| 3Y | +176.6% | +34.1% | +142.5% | +100.5% |
| 5Y | +121.6% | +17.3% | +104.3% | +90.4% |
| 10Y | +1,652.9% | +284.9% | +1,368.0% | +355.0% |
| All | +9,127.5% | +821.8% | +8,305.6% | +766.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling