-71.3%
AMC vs DOV
+57.1%
-128.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.7% |
| 7D | +2.6% | -1.9% | +4.5% | +3.8% |
| 30D | +9.0% | +8.3% | +0.8% | +5.7% |
| 3M | +22.2% | -3.1% | +25.2% | +24.2% |
| 6M | +91.5% | -9.8% | +101.3% | +100.5% |
| YTD | +101.3% | +5.2% | +96.1% | +93.9% |
| 1Y | +20.8% | +15.3% | +5.4% | +10.4% |
| 3Y | -71.3% | +58.8% | -130.1% | -82.3% |
| All | -71.3% | +57.1% | -128.5% | -82.3% |
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