+312.3%
ZETA vs DOV
+47.3%
+264.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +18.1% | +3.0% | +15.1% | +15.6% |
| 30D | +13.6% | +8.6% | +5.0% | +6.9% |
| 3M | +23.7% | +1.9% | +21.9% | +21.6% |
| 6M | +128.5% | -1.7% | +130.2% | +126.1% |
| YTD | +80.1% | +8.3% | +71.8% | +61.4% |
| 1Y | +98.0% | +16.6% | +81.4% | +66.5% |
| 3Y | +348.6% | +65.1% | +283.5% | +185.3% |
| 5Y | +286.6% | +29.2% | +257.4% | +174.3% |
| All | +312.3% | +47.3% | +264.9% | +179.3% |
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 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