+438.3%
AME vs DOV
+324.7%
+113.6%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.5% |
| 7D | +8.1% | +3.4% | +4.7% | +5.7% |
| 30D | -3.8% | +8.8% | -12.6% | -9.0% |
| 3M | -6.6% | +0.9% | -7.6% | -7.2% |
| 6M | +4.6% | -2.8% | +7.4% | +6.0% |
| YTD | +17.9% | +8.1% | +9.9% | +11.0% |
| 1Y | +23.2% | +15.2% | +8.0% | +11.0% |
| 3Y | +62.9% | +64.5% | -1.6% | +12.1% |
| 5Y | +77.5% | +28.9% | +48.7% | +41.9% |
| All | +438.3% | +324.7% | +113.6% | +89.8% |
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