+269.3%
ZBH vs DOV
+1,211.1%
-941.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.0% | -4.9% | -4.3% |
| 7D | -5.2% | +2.5% | -7.7% | -6.2% |
| 30D | -2.4% | -7.5% | +5.1% | +0.7% |
| 3M | +8.3% | -9.7% | +17.9% | +12.2% |
| 6M | +0.7% | -6.1% | +6.7% | +2.3% |
| YTD | +5.3% | +0.5% | +4.9% | +4.0% |
| 1Y | -9.1% | +10.5% | -19.6% | -14.1% |
| 3Y | -19.7% | +41.7% | -61.4% | -33.0% |
| 5Y | -31.3% | +18.4% | -49.7% | -39.1% |
| 10Y | -18.9% | +289.8% | -308.7% | -56.1% |
| All | +269.3% | +1,211.1% | -941.8% | +18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling