+85.9%
ZTS vs DOV
+324.7%
-238.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.1% |
| 7D | +1.0% | +3.4% | -2.4% | -0.5% |
| 30D | +12.4% | +8.8% | +3.6% | +8.1% |
| 3M | +13.6% | +0.9% | +12.6% | +12.9% |
| 6M | +9.3% | -2.8% | +12.2% | +9.9% |
| YTD | -32.6% | +8.1% | -40.7% | -35.6% |
| 1Y | -30.0% | +15.2% | -45.3% | -35.2% |
| 3Y | -48.7% | +64.5% | -113.3% | -61.4% |
| 5Y | -59.3% | +28.9% | -88.2% | -66.0% |
| All | +85.9% | +324.7% | -238.8% | -1.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling