+61.0%
ZM vs DOV
+139.4%
-78.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +11.0% | +3.0% | +8.0% | +10.4% |
| 30D | +5.6% | +8.6% | -3.0% | +4.0% |
| 3M | -9.1% | +1.9% | -11.0% | -9.5% |
| 6M | -2.6% | -1.7% | -0.9% | -2.7% |
| YTD | +15.7% | +8.3% | +7.3% | +12.8% |
| 1Y | +18.8% | +16.6% | +2.2% | +14.1% |
| 3Y | +62.2% | +65.1% | -3.0% | +47.8% |
| 5Y | -60.9% | +29.2% | -90.0% | -65.6% |
| All | +61.0% | +139.4% | -78.4% | +71.8% |
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 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