+0.6%
ZS vs DOV
+38.7%
-38.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.3% | +3.1% |
| 7D | -3.8% | +1.3% | -5.2% | -4.3% |
| 30D | -6.0% | -8.6% | +2.7% | -3.2% |
| 3M | +32.0% | -13.1% | +45.1% | +37.5% |
| 6M | +2.1% | -8.8% | +11.0% | +2.8% |
| YTD | -26.2% | -1.2% | -24.9% | -29.6% |
| 1Y | -41.2% | +10.7% | -51.9% | -47.9% |
| All | +0.6% | +38.7% | -38.1% | -22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling