+2.1%
QQQI vs DOV
+15.2%
-13.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.7% | -0.9% | -4.3% |
| 7D | -8.5% | -3.7% | -4.8% | -7.4% |
| 30D | -12.7% | +5.6% | -18.3% | -13.8% |
| 3M | -7.7% | -3.5% | -4.2% | -6.7% |
| 6M | -4.6% | -8.9% | +4.3% | -2.3% |
| YTD | +2.1% | +4.5% | -2.4% | +0.3% |
| 1Y | +2.1% | +13.9% | -11.8% | -3.8% |
| All | +2.1% | +15.2% | -13.2% | -3.8% |
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