+16.7%
DOV vs AMBA
-32.6%
+49.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.3% | -0.1% |
| 7D | -0.1% | +2.6% | -2.7% | -0.3% |
| 30D | +11.3% | -3.6% | +14.9% | +11.5% |
| 3M | +2.2% | -24.6% | +26.8% | +4.0% |
| 6M | -2.9% | -21.6% | +18.7% | -2.6% |
| YTD | +9.6% | -11.8% | +21.4% | +6.4% |
| 1Y | +16.7% | -33.2% | +49.8% | +15.1% |
| All | +16.7% | -32.6% | +49.2% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling