+1,431.6%
AMT vs DOV
+1,183.6%
+248.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -3.0% |
| 7D | +0.5% | -1.9% | +2.4% | +1.3% |
| 30D | +13.6% | +8.3% | +5.3% | +9.2% |
| 3M | +11.5% | -3.1% | +14.5% | +12.7% |
| 6M | +6.9% | -9.8% | +16.7% | +10.8% |
| YTD | +10.8% | +5.2% | +5.6% | +6.1% |
| 1Y | +10.3% | +15.3% | -5.0% | +1.0% |
| 3Y | +12.4% | +58.8% | -46.4% | -15.9% |
| 5Y | -20.1% | +26.6% | -46.6% | -34.0% |
| 10Y | +116.8% | +351.6% | -234.8% | -13.5% |
| All | +1,431.6% | +1,183.6% | +248.0% | +154.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling