+93.3%
QQQM vs DOV
+37.0%
+56.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.5% |
| 7D | -0.6% | -2.0% | +1.4% | +0.3% |
| 30D | -1.2% | -8.9% | +7.7% | +2.8% |
| 3M | -0.1% | -13.3% | +13.2% | +6.0% |
| 6M | +18.0% | -9.7% | +27.6% | +22.3% |
| YTD | +16.7% | -2.5% | +19.1% | +16.3% |
| 1Y | +23.0% | +7.2% | +15.8% | +16.7% |
| 3Y | +93.3% | +39.4% | +53.9% | +64.3% |
| All | +93.3% | +37.0% | +56.3% | +64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling