-90.5%
AMIX vs DOV
+18.5%
-109.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +4.5% | +7.4% | +6.8% |
| 7D | +1.2% | -1.4% | +2.5% | +2.9% |
| 30D | -45.3% | +12.8% | -58.1% | -52.8% |
| 3M | -83.1% | +1.1% | -84.2% | -83.2% |
| 6M | -76.9% | -2.6% | -74.2% | -77.0% |
| YTD | -85.3% | +9.9% | -95.2% | -83.3% |
| All | -90.5% | +18.5% | -109.0% | -83.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling