-42.6%
ZS vs DOV
+8.6%
-51.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.2% | +0.8% |
| 7D | -3.1% | -2.0% | -1.1% | -3.5% |
| 30D | -7.2% | -8.9% | +1.7% | -8.9% |
| 3M | +30.5% | -13.3% | +43.7% | +26.7% |
| 6M | +7.0% | -9.7% | +16.6% | +3.2% |
| YTD | -26.8% | -2.5% | -24.4% | -31.4% |
| 1Y | -42.6% | +7.2% | -49.8% | -44.2% |
| All | -42.6% | +8.6% | -51.2% | -44.2% |
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