-99.9%
AMIX vs DOV
+46.5%
-146.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.2% | -20.2% | -20.1% |
| 7D | -8.1% | -0.1% | -8.0% | -7.9% |
| 30D | -52.3% | +11.3% | -63.5% | -55.7% |
| 3M | -83.8% | +2.2% | -86.0% | -84.0% |
| 6M | -79.0% | -2.9% | -76.0% | -78.9% |
| YTD | -87.2% | +9.6% | -96.8% | -87.6% |
| 1Y | -91.7% | +16.7% | -108.4% | -92.1% |
| All | -99.9% | +46.5% | -146.5% | -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 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