+105.2%
TQQQ vs DOV
+14.8%
+90.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +1.1% |
| 7D | -1.9% | -2.0% | +0.1% | +1.2% |
| 30D | -4.9% | -8.9% | +4.0% | +9.9% |
| 3M | -6.4% | -13.3% | +6.9% | +16.5% |
| 6M | +44.4% | -9.7% | +54.1% | +66.3% |
| YTD | +35.2% | -2.5% | +37.6% | +34.5% |
| 1Y | +49.5% | +7.2% | +42.3% | +23.6% |
| 3Y | +250.7% | +39.4% | +211.3% | +81.9% |
| All | +105.2% | +14.8% | +90.3% | +53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling