+133.7%
AMT vs DOV
+333.6%
-199.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | +1.6% | -0.7% | +2.4% | +1.8% |
| 30D | +4.5% | +12.3% | -7.8% | +0.5% |
| 3M | +13.8% | +1.2% | +12.6% | +13.1% |
| 6M | +10.0% | -3.1% | +13.1% | +10.2% |
| YTD | +11.8% | +9.4% | +2.4% | +7.0% |
| 1Y | +10.2% | +17.6% | -7.4% | +2.9% |
| 3Y | +15.1% | +66.5% | -51.4% | -9.6% |
| 5Y | -18.8% | +29.0% | -47.8% | -30.6% |
| 10Y | +133.7% | +329.8% | -196.1% | +54.0% |
| All | +133.7% | +333.6% | -199.9% | +54.0% |
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 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