-7.3%
AMT vs DOV
+8.0%
-15.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -1.3% |
| 7D | -2.7% | -1.9% | -0.7% | -2.6% |
| 30D | +2.0% | -9.9% | +11.9% | +2.6% |
| 3M | -9.3% | -12.1% | +2.8% | -8.9% |
| 6M | -5.2% | -10.4% | +5.2% | -5.3% |
| YTD | +0.5% | -3.3% | +3.8% | -0.4% |
| 1Y | -7.3% | +7.8% | -15.0% | -9.2% |
| All | -7.3% | +8.0% | -15.3% | -9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling