+63.4%
ZM vs DOV
+119.9%
-56.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.3% | +3.1% |
| 7D | +2.9% | -2.7% | +5.6% | +3.5% |
| 30D | +0.7% | -8.1% | +8.8% | +2.2% |
| 3M | -3.7% | -9.4% | +5.7% | -2.3% |
| 6M | +29.9% | -12.6% | +42.5% | +32.3% |
| YTD | +17.4% | -0.5% | +17.9% | +16.4% |
| 1Y | +22.4% | +9.2% | +13.1% | +19.0% |
| 3Y | +41.3% | +34.1% | +7.2% | +32.9% |
| 5Y | -66.0% | +17.3% | -83.3% | -69.8% |
| All | +63.4% | +119.9% | -56.5% | +77.3% |
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