+250.7%
TQQQ vs DOV
+37.0%
+213.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +1.4% |
| 7D | -1.9% | -2.0% | +0.1% | +0.7% |
| 30D | -4.9% | -8.9% | +4.0% | +7.3% |
| 3M | -6.4% | -13.3% | +6.9% | +12.6% |
| 6M | +44.4% | -9.7% | +54.1% | +63.2% |
| YTD | +35.2% | -2.5% | +37.6% | +35.3% |
| 1Y | +49.5% | +7.2% | +42.3% | +28.4% |
| 3Y | +250.7% | +39.4% | +211.3% | +137.7% |
| All | +250.7% | +37.0% | +213.7% | +137.7% |
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