-99.4%
AMC vs DOV
+17.7%
-117.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.6% |
| 7D | +2.3% | -2.7% | +5.0% | +4.5% |
| 30D | -0.7% | -8.1% | +7.3% | +6.2% |
| 3M | +35.2% | -9.4% | +44.6% | +43.9% |
| 6M | +124.6% | -12.6% | +137.2% | +145.1% |
| YTD | +69.9% | -0.5% | +70.3% | +64.0% |
| 1Y | -2.6% | +9.2% | -11.8% | -14.8% |
| 3Y | -79.8% | +34.1% | -113.9% | -87.0% |
| All | -99.4% | +17.7% | -117.2% | -99.6% |
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