+329.8%
DOV vs AMBA
+4.3%
+325.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.1% |
| 7D | -0.7% | -2.6% | +1.9% | -0.3% |
| 30D | +12.3% | -10.5% | +22.8% | +14.3% |
| 3M | +1.2% | -26.4% | +27.6% | +6.2% |
| 6M | -3.1% | -20.9% | +17.8% | -2.6% |
| YTD | +9.4% | -14.8% | +24.2% | +7.3% |
| 1Y | +17.6% | -36.1% | +53.7% | +21.2% |
| 3Y | +66.5% | +20.2% | +46.3% | +43.7% |
| 5Y | +29.0% | -67.2% | +96.3% | +31.8% |
| 10Y | +329.8% | +5.0% | +324.9% | +196.1% |
| All | +329.8% | +4.3% | +325.5% | +196.1% |
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