+54.1%
ZM vs DOV
+115.5%
-61.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | 0.0% |
| 7D | -5.7% | -2.0% | -3.7% | -5.4% |
| 30D | -9.1% | -8.9% | -0.2% | -7.6% |
| 3M | +3.5% | -13.3% | +16.8% | +5.9% |
| 6M | +25.7% | -9.7% | +35.3% | +27.1% |
| YTD | +10.8% | -2.5% | +13.2% | +10.2% |
| 1Y | +12.8% | +7.2% | +5.5% | +10.0% |
| 3Y | +33.1% | +39.4% | -6.3% | +24.8% |
| 5Y | -68.3% | +15.8% | -84.1% | -71.7% |
| All | +54.1% | +115.5% | -61.4% | +67.8% |
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