+7,765.4%
AMD vs DOV
+325.7%
+7,439.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.2% | -9.0% | -8.9% |
| 7D | +18.9% | +3.0% | +15.9% | +16.6% |
| 30D | -6.4% | +8.6% | -15.0% | -11.3% |
| 3M | +10.6% | +1.9% | +8.7% | +9.6% |
| 6M | +19.9% | -1.7% | +21.6% | +22.3% |
| YTD | +149.4% | +8.3% | +141.0% | +135.2% |
| 1Y | +115.4% | +16.6% | +98.8% | +92.1% |
| 3Y | +357.3% | +65.1% | +292.2% | +217.4% |
| 5Y | +261.1% | +29.2% | +232.0% | +195.6% |
| All | +7,765.4% | +325.7% | +7,439.7% | +3,962.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling