+440.7%
AME vs DOV
+325.7%
+115.0%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +5.9% | +3.0% | +2.9% | +3.8% |
| 30D | -1.9% | +8.6% | -10.5% | -7.1% |
| 3M | -5.4% | +1.9% | -7.2% | -6.5% |
| 6M | +4.9% | -1.7% | +6.6% | +5.6% |
| YTD | +18.5% | +8.3% | +10.1% | +11.3% |
| 1Y | +25.5% | +16.6% | +8.9% | +12.2% |
| 3Y | +63.0% | +65.1% | -2.1% | +11.9% |
| 5Y | +78.3% | +29.2% | +49.1% | +42.3% |
| All | +440.7% | +325.7% | +115.0% | +90.3% |
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