+149.8%
QQQM vs DOV
+77.7%
+72.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | 0.0% |
| 7D | -1.3% | -1.9% | +0.7% | -0.3% |
| 30D | -1.4% | -9.9% | +8.5% | +3.7% |
| 3M | +2.2% | -12.1% | +14.3% | +8.5% |
| 6M | +16.9% | -10.4% | +27.3% | +22.4% |
| YTD | +15.7% | -3.3% | +19.0% | +15.9% |
| 1Y | +22.7% | +7.8% | +14.9% | +15.6% |
| 3Y | +93.9% | +36.3% | +57.6% | +58.2% |
| 5Y | +94.6% | +14.8% | +79.7% | +63.4% |
| All | +149.8% | +77.7% | +72.2% | +90.6% |
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