+18,884.9%
AME vs DOV
+5,976.9%
+12,908.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.0% |
| 7D | +0.6% | -2.7% | +3.3% | +1.9% |
| 30D | -6.7% | -8.1% | +1.4% | -2.8% |
| 3M | +4.1% | -9.4% | +13.5% | +8.9% |
| 6M | +1.6% | -12.6% | +14.2% | +8.2% |
| YTD | +16.1% | -0.5% | +16.6% | +16.0% |
| 1Y | +27.3% | +9.2% | +18.1% | +21.2% |
| 3Y | +50.9% | +34.1% | +16.7% | +28.9% |
| 5Y | +81.4% | +17.3% | +64.1% | +63.8% |
| 10Y | +417.0% | +284.9% | +132.0% | +171.0% |
| All | +18,884.9% | +5,976.9% | +12,908.0% | +4,710.9% |
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