-99.9%
AMIX vs DOV
+44.8%
-144.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -9.9% | +3.0% | -12.9% | -11.4% |
| 30D | -52.8% | +8.6% | -61.4% | -55.4% |
| 3M | -80.0% | +1.9% | -81.9% | -80.3% |
| 6M | -80.2% | -1.7% | -78.6% | -80.1% |
| YTD | -88.1% | +8.3% | -96.5% | -88.4% |
| 1Y | -91.1% | +16.6% | -107.6% | -91.5% |
| All | -99.9% | +44.8% | -144.8% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling