-33.5%
QS vs DOV
+65.5%
-99.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.4% | -5.4% |
| 7D | -14.0% | +3.0% | -17.0% | -16.0% |
| 30D | -6.4% | +8.6% | -15.0% | -12.8% |
| 3M | -40.3% | +1.9% | -42.1% | -41.3% |
| 6M | -57.5% | -1.7% | -55.8% | -57.1% |
| YTD | -64.7% | +8.3% | -73.0% | -67.3% |
| 1Y | -72.9% | +16.6% | -89.4% | -76.6% |
| 3Y | -33.5% | +65.1% | -98.6% | -73.0% |
| All | -33.5% | +65.5% | -99.0% | -73.0% |
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