-99.9%
AMIX vs DOV
+46.2%
-146.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.5% | +9.3% | +9.1% |
| 7D | +11.4% | -0.7% | +12.2% | +12.1% |
| 30D | -40.5% | +12.3% | -52.8% | -45.1% |
| 3M | -80.1% | +1.2% | -81.3% | -80.3% |
| 6M | -74.8% | -3.1% | -71.8% | -74.7% |
| YTD | -84.0% | +9.4% | -93.4% | -84.5% |
| 1Y | -89.7% | +17.6% | -107.3% | -90.2% |
| All | -99.9% | +46.2% | -146.1% | -99.9% |
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 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