+19,070.1%
AME vs DOV
+6,592.8%
+12,477.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +1.1% | -0.1% | +1.2% | +1.2% |
| 30D | -4.1% | +11.3% | -15.4% | -8.9% |
| 3M | -6.3% | +2.2% | -8.5% | -7.3% |
| 6M | +3.5% | -2.9% | +6.5% | +4.8% |
| YTD | +17.3% | +9.6% | +7.7% | +11.8% |
| 1Y | +22.0% | +16.7% | +5.4% | +12.8% |
| 3Y | +62.0% | +66.9% | -4.9% | +24.7% |
| 5Y | +78.5% | +32.0% | +46.5% | +52.4% |
| 10Y | +441.6% | +334.8% | +106.9% | +168.9% |
| All | +19,070.1% | +6,592.8% | +12,477.3% | +4,536.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling