+558.6%
QQQ vs DOV
+300.2%
+258.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.4% |
| 7D | -0.6% | -2.0% | +1.4% | +0.4% |
| 30D | -1.2% | -8.9% | +7.7% | +3.2% |
| 3M | -0.2% | -13.3% | +13.1% | +6.5% |
| 6M | +17.9% | -9.7% | +27.6% | +22.9% |
| YTD | +16.6% | -2.5% | +19.1% | +16.7% |
| 1Y | +23.0% | +7.2% | +15.7% | +16.8% |
| 3Y | +92.9% | +39.4% | +53.5% | +58.8% |
| 5Y | +95.6% | +15.8% | +79.8% | +73.2% |
| All | +558.6% | +300.2% | +258.4% | +281.8% |
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 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