+334.8%
DOV vs AMBA
+7.9%
+326.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | -0.4% |
| 7D | -0.1% | +2.6% | -2.7% | -0.6% |
| 30D | +11.3% | -3.6% | +14.9% | +11.8% |
| 3M | +2.2% | -24.6% | +26.8% | +6.8% |
| 6M | -2.9% | -21.6% | +18.7% | -2.2% |
| YTD | +9.6% | -11.8% | +21.4% | +6.8% |
| 1Y | +16.7% | -33.2% | +49.8% | +19.2% |
| 3Y | +66.9% | +24.5% | +42.4% | +43.1% |
| 5Y | +32.0% | -67.7% | +99.7% | +35.4% |
| 10Y | +334.8% | +4.7% | +330.0% | +198.8% |
| All | +334.8% | +7.9% | +326.9% | +198.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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