+252.6%
ZETA vs DOV
+35.3%
+217.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -4.8% |
| 7D | +2.7% | -2.7% | +5.3% | +4.6% |
| 30D | +15.8% | -8.1% | +23.9% | +22.9% |
| 3M | +35.4% | -9.4% | +44.8% | +43.0% |
| 6M | +67.1% | -12.6% | +79.7% | +79.2% |
| YTD | +54.1% | -0.5% | +54.5% | +47.4% |
| 1Y | +67.8% | +9.2% | +58.6% | +47.9% |
| 3Y | +311.4% | +34.1% | +277.3% | +207.4% |
| 5Y | +324.8% | +17.3% | +307.5% | +211.4% |
| All | +252.6% | +35.3% | +217.3% | +154.9% |
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 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