+195.2%
AMD vs DOV
+11.5%
+183.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.9% | +3.7% | +4.2% |
| 7D | +2.6% | -2.7% | +5.2% | +4.1% |
| 30D | -0.9% | -8.1% | +7.2% | +3.9% |
| 3M | -8.7% | -9.4% | +0.7% | -3.2% |
| 6M | +136.3% | -12.6% | +148.9% | +151.0% |
| YTD | +123.0% | -0.5% | +123.5% | +136.5% |
| 1Y | +195.2% | +9.2% | +185.9% | +200.1% |
| All | +195.2% | +11.5% | +183.7% | +200.1% |
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