+117.8%
AMDL vs DOV
+13.4%
+104.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.0% | +10.7% | +10.1% |
| 7D | +19.9% | +2.5% | +17.4% | +15.4% |
| 30D | +6.3% | -7.5% | +13.8% | +21.1% |
| 3M | -9.9% | -9.7% | -0.2% | +8.7% |
| 6M | +394.3% | -6.1% | +400.4% | +465.7% |
| YTD | +257.3% | +0.5% | +256.8% | +254.8% |
| 1Y | +508.5% | +10.5% | +498.0% | +394.9% |
| All | +117.8% | +13.4% | +104.4% | +71.9% |
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