+88.9%
AMD vs DOV
+14.1%
+74.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.6% | +10.4% | +10.6% |
| 7D | -11.0% | -1.9% | -9.2% | -9.3% |
| 30D | -30.5% | +8.3% | -38.7% | -33.5% |
| 3M | -8.2% | -3.1% | -5.2% | -5.4% |
| 6M | +6.6% | -9.8% | +16.4% | +13.8% |
| YTD | +109.7% | +5.2% | +104.5% | +116.1% |
| 1Y | +88.9% | +15.3% | +73.6% | +92.5% |
| All | +88.9% | +14.1% | +74.8% | +92.5% |
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