-29.3%
ZTS vs DOV
+15.9%
-45.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +5.6% | +3.0% | +2.6% | +4.3% |
| 30D | +12.1% | +8.6% | +3.5% | +8.9% |
| 3M | +11.3% | +1.9% | +9.4% | +10.6% |
| 6M | +14.3% | -1.7% | +16.0% | +14.2% |
| YTD | -31.9% | +8.3% | -40.2% | -34.5% |
| 1Y | -29.3% | +16.6% | -45.8% | -36.3% |
| All | -29.3% | +15.9% | -45.2% | -36.3% |
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