-7.2%
MTZ vs DOV
+15.4%
-22.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.1% |
| 7D | +16.5% | +3.4% | +13.0% | +13.9% |
| 30D | -10.2% | +8.8% | -19.0% | -15.1% |
| 3M | -34.2% | +0.9% | -35.1% | -34.3% |
| 6M | -56.0% | -2.8% | -53.1% | -55.0% |
| YTD | -14.8% | +8.1% | -22.9% | -18.7% |
| 1Y | -7.2% | +15.2% | -22.5% | -14.3% |
| All | -7.2% | +15.4% | -22.6% | -14.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling