+55.7%
ZTS vs DOV
+300.2%
-244.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.3% |
| 7D | -3.7% | -2.0% | -1.8% | -2.9% |
| 30D | -0.8% | -8.9% | +8.1% | +3.4% |
| 3M | -9.7% | -13.3% | +3.5% | -4.4% |
| 6M | -38.4% | -9.7% | -28.7% | -35.9% |
| YTD | -41.1% | -2.5% | -38.6% | -40.9% |
| 1Y | -50.6% | +7.2% | -57.9% | -52.8% |
| 3Y | -59.1% | +39.4% | -98.6% | -66.5% |
| 5Y | -62.7% | +15.8% | -78.5% | -67.1% |
| All | +55.7% | +300.2% | -244.4% | -10.9% |
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