+292.2%
DOV vs AMP
+589.3%
-297.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.5% |
| 7D | -2.0% | -0.5% | -1.5% | -1.7% |
| 30D | -8.9% | -1.3% | -7.6% | -8.3% |
| 3M | -13.3% | +24.2% | -37.5% | -22.9% |
| 6M | -9.7% | +24.6% | -34.2% | -20.1% |
| YTD | -2.5% | +14.8% | -17.3% | -10.6% |
| 1Y | +7.2% | +12.8% | -5.5% | -0.9% |
| 3Y | +39.4% | +69.0% | -29.6% | +3.2% |
| 5Y | +15.8% | +124.9% | -109.0% | -27.3% |
| All | +292.2% | +589.3% | -297.1% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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