+334.4%
AMD vs DOV
+66.8%
+267.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.7% |
| 7D | +6.5% | -0.7% | +7.2% | +8.0% |
| 30D | -15.3% | +12.3% | -27.5% | -22.2% |
| 3M | +9.7% | +1.2% | +8.6% | +9.3% |
| 6M | +13.2% | -3.1% | +16.3% | +16.9% |
| YTD | +140.6% | +9.4% | +131.2% | +123.5% |
| 1Y | +111.2% | +17.6% | +93.6% | +83.9% |
| 3Y | +334.4% | +66.5% | +267.9% | +220.7% |
| All | +334.4% | +66.8% | +267.7% | +220.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling