+433.0%
AME vs DOV
+300.2%
+132.9%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +2.7% |
| 7D | +1.7% | -2.0% | +3.7% | +3.1% |
| 30D | -6.4% | -8.9% | +2.5% | -0.5% |
| 3M | +7.1% | -13.3% | +20.3% | +17.0% |
| 6M | +8.2% | -9.7% | +17.8% | +15.0% |
| YTD | +18.2% | -2.5% | +20.6% | +19.1% |
| 1Y | +26.7% | +7.2% | +19.5% | +19.5% |
| 3Y | +60.7% | +39.4% | +21.3% | +24.0% |
| 5Y | +91.6% | +15.8% | +75.7% | +64.6% |
| All | +433.0% | +300.2% | +132.9% | +116.0% |
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