+11.1%
DOV vs AMRZ
-17.3%
+28.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.3% | +5.2% | +2.2% |
| 7D | +2.5% | -2.0% | +4.5% | +3.1% |
| 30D | -7.5% | -9.8% | +2.3% | -4.7% |
| 3M | -9.7% | -17.2% | +7.5% | -5.0% |
| 6M | -6.1% | -26.9% | +20.8% | +2.1% |
| YTD | +0.5% | -21.5% | +22.0% | +6.7% |
| 1Y | +10.5% | -22.9% | +33.4% | +17.1% |
| All | +11.1% | -17.3% | +28.4% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 3y: compounded portfolio wealth divided by compounded AMRZ 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…
3y analysis · Full analysis span regression · 6 months rolling