+340.2%
DOV vs AMBA
+12.8%
+327.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +5.3% | -0.8% | +3.5% |
| 7D | -1.4% | 0.0% | -1.3% | -1.4% |
| 30D | +12.8% | -8.6% | +21.4% | +14.4% |
| 3M | +1.1% | -29.0% | +30.1% | +6.9% |
| 6M | -2.6% | -19.2% | +16.6% | -2.5% |
| YTD | +9.9% | -13.0% | +22.9% | +7.4% |
| 1Y | +19.3% | -31.3% | +50.6% | +21.2% |
| 3Y | +68.4% | +28.1% | +40.2% | +43.6% |
| 5Y | +29.1% | -69.4% | +98.6% | +33.8% |
| 10Y | +340.2% | +7.6% | +332.5% | +202.1% |
| All | +340.2% | +12.8% | +327.3% | +202.1% |
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