+539.5%
MTSI vs DOV
+294.8%
+244.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +1.4% |
| 7D | +4.9% | +2.5% | +2.3% | +2.9% |
| 30D | -11.6% | -7.5% | -4.1% | -6.1% |
| 3M | -24.1% | -9.7% | -14.4% | -17.9% |
| 6M | +32.4% | -6.1% | +38.5% | +39.0% |
| YTD | +60.4% | +0.5% | +60.0% | +59.5% |
| 1Y | +111.0% | +10.5% | +100.5% | +94.1% |
| 3Y | +246.1% | +41.7% | +204.4% | +165.6% |
| 5Y | +340.3% | +18.4% | +321.9% | +281.2% |
| 10Y | +539.5% | +289.8% | +249.8% | +194.0% |
| All | +539.5% | +294.8% | +244.8% | +194.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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