+492.6%
MTZ vs DOV
+361.0%
+131.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.5% | +4.1% | +4.8% |
| 7D | -2.4% | -1.4% | -1.1% | -1.1% |
| 30D | -11.1% | +12.8% | -23.9% | -19.6% |
| 3M | -30.6% | +1.1% | -31.8% | -31.3% |
| 6M | -54.4% | -2.6% | -51.7% | -53.5% |
| YTD | -13.0% | +9.9% | -22.9% | -20.6% |
| 1Y | -5.7% | +19.3% | -25.0% | -19.8% |
| 3Y | +297.2% | +68.4% | +228.8% | +153.4% |
| 5Y | +95.9% | +29.1% | +66.7% | +52.8% |
| 10Y | +492.6% | +340.2% | +152.5% | +73.8% |
| All | +492.6% | +361.0% | +131.7% | +73.8% |
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