+8,520.0%
AMD vs DOV
+324.7%
+8,195.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.4% | +7.3% | +6.9% |
| 7D | +44.7% | +3.4% | +41.3% | +41.6% |
| 30D | -3.3% | +8.8% | -12.2% | -8.5% |
| 3M | +21.2% | +0.9% | +20.3% | +20.9% |
| 6M | +30.6% | -2.8% | +33.4% | +34.4% |
| YTD | +173.3% | +8.1% | +165.2% | +158.3% |
| 1Y | +126.1% | +15.2% | +110.8% | +103.4% |
| 3Y | +393.5% | +64.5% | +329.0% | +243.5% |
| 5Y | +295.8% | +28.9% | +266.9% | +224.5% |
| All | +8,520.0% | +324.7% | +8,195.3% | +4,360.6% |
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