+128.6%
ZETA vs DOV
-3.2%
+131.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +0.2% | +7.4% | +7.6% |
| 7D | +18.8% | -0.1% | +18.9% | +18.4% |
| 30D | +12.6% | +11.3% | +1.3% | +14.9% |
| 3M | +29.5% | +2.2% | +27.3% | +30.4% |
| 6M | +128.6% | -2.9% | +131.5% | +123.0% |
| All | +128.6% | -3.2% | +131.7% | +123.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling