-59.3%
ZTS vs DOV
+29.3%
-88.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -7.4% | -0.1% | -7.3% | -7.3% |
| 30D | +9.9% | +11.3% | -1.4% | +4.9% |
| 3M | +10.3% | +2.2% | +8.1% | +9.2% |
| 6M | +9.2% | -2.9% | +12.1% | +9.9% |
| YTD | -32.9% | +9.6% | -42.5% | -36.1% |
| 1Y | -29.7% | +16.7% | -46.4% | -35.0% |
| 3Y | -49.0% | +66.9% | -115.8% | -62.6% |
| 5Y | -59.3% | +32.0% | -91.3% | -68.0% |
| All | -59.3% | +29.3% | -88.6% | -68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling