-36.7%
ZS vs DOV
+11.5%
-48.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -4.3% |
| 7D | -7.8% | -2.7% | -5.2% | -8.3% |
| 30D | +5.0% | -8.1% | +13.1% | +3.3% |
| 3M | +25.5% | -9.4% | +34.9% | +22.9% |
| 6M | +8.7% | -12.6% | +21.3% | +6.3% |
| YTD | -24.5% | -0.5% | -24.0% | -28.9% |
| 1Y | -36.7% | +9.2% | -45.9% | -40.1% |
| All | -36.7% | +11.5% | -48.2% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling