+20.8%
AMC vs DOV
+14.1%
+6.7%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.7% |
| 7D | +2.6% | -1.9% | +4.5% | +3.6% |
| 30D | +9.0% | +8.3% | +0.8% | +7.8% |
| 3M | +22.2% | -3.1% | +25.2% | +23.4% |
| 6M | +91.5% | -9.8% | +101.3% | +100.3% |
| YTD | +101.3% | +5.2% | +96.1% | +96.2% |
| 1Y | +20.8% | +15.3% | +5.4% | +4.7% |
| All | +20.8% | +14.1% | +6.7% | +4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling