+145.7%
AMDL vs DOV
+22.0%
+123.7%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -1.4% | +13.3% | +14.3% |
| 7D | +103.5% | +3.4% | +100.1% | +94.4% |
| 30D | -18.3% | +8.8% | -27.1% | -25.9% |
| 3M | +20.1% | +0.9% | +19.1% | +22.7% |
| 6M | +15.9% | -2.8% | +18.8% | +29.5% |
| YTD | +303.0% | +8.1% | +294.9% | +267.7% |
| 1Y | +164.0% | +15.2% | +148.7% | +113.6% |
| All | +145.7% | +22.0% | +123.7% | +78.1% |
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