+105.4%
AMT vs DOV
+286.8%
-181.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.4% |
| 7D | +1.5% | +1.3% | +0.1% | +1.0% |
| 30D | +3.7% | -8.6% | +12.4% | +6.7% |
| 3M | -7.2% | -13.1% | +6.0% | -3.5% |
| 6M | -4.2% | -8.8% | +4.7% | -2.2% |
| YTD | +1.9% | -1.2% | +3.1% | +1.1% |
| 1Y | -6.4% | +10.7% | -17.1% | -10.9% |
| 3Y | +7.7% | +39.3% | -31.5% | -9.0% |
| 5Y | -30.9% | +16.4% | -47.3% | -38.6% |
| 10Y | +105.4% | +302.5% | -197.1% | +42.7% |
| All | +105.4% | +286.8% | -181.4% | +42.7% |
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