+341.6%
ZETA vs DOV
+13.3%
+328.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +2.1% |
| 7D | -6.5% | -1.9% | -4.6% | -5.2% |
| 30D | +4.8% | -9.9% | +14.7% | +13.3% |
| 3M | +53.3% | -12.1% | +65.5% | +66.1% |
| 6M | +66.8% | -10.4% | +77.2% | +75.1% |
| YTD | +50.2% | -3.3% | +53.5% | +46.3% |
| 1Y | +62.0% | +7.8% | +54.3% | +42.7% |
| 3Y | +276.4% | +36.3% | +240.0% | +169.0% |
| 5Y | +341.6% | +14.8% | +326.8% | +289.9% |
| All | +341.6% | +13.3% | +328.3% | +289.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling