-17.4%
ZBH vs DOV
+300.2%
-317.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.7% |
| 7D | -4.7% | -2.0% | -2.7% | -3.8% |
| 30D | -4.5% | -8.9% | +4.4% | -0.4% |
| 3M | +7.6% | -13.3% | +20.8% | +14.1% |
| 6M | +0.3% | -9.7% | +9.9% | +3.9% |
| YTD | +4.5% | -2.5% | +7.0% | +4.2% |
| 1Y | -9.4% | +7.2% | -16.6% | -14.1% |
| 3Y | -21.5% | +39.4% | -60.9% | -36.9% |
| 5Y | -28.4% | +15.8% | -44.2% | -37.9% |
| All | -17.4% | +300.2% | -317.5% | -55.8% |
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