-99.9%
AMIX vs DOV
+40.6%
-140.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.4% |
| 7D | -16.0% | -1.9% | -14.1% | -15.2% |
| 30D | -55.4% | +8.3% | -63.7% | -57.9% |
| 3M | -87.5% | -3.1% | -84.5% | -87.3% |
| 6M | -81.2% | -9.8% | -71.4% | -80.5% |
| YTD | -86.8% | +5.2% | -92.0% | -86.9% |
| 1Y | -91.6% | +15.3% | -106.9% | -91.9% |
| All | -99.9% | +40.6% | -140.5% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling