+739.9%
MTZ vs DOV
+294.8%
+445.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +3.0% |
| 7D | +3.6% | +2.5% | +1.0% | +1.4% |
| 30D | -9.6% | -7.5% | -2.1% | -3.6% |
| 3M | -31.9% | -9.7% | -22.3% | -26.1% |
| 6M | -13.8% | -6.1% | -7.7% | -9.6% |
| YTD | +13.3% | +0.5% | +12.8% | +11.6% |
| 1Y | +39.3% | +10.5% | +28.8% | +26.1% |
| 3Y | +168.3% | +41.7% | +126.7% | +99.1% |
| 5Y | +166.4% | +18.4% | +148.0% | +124.1% |
| 10Y | +739.9% | +289.8% | +450.2% | +186.2% |
| All | +739.9% | +294.8% | +445.2% | +186.2% |
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