+205.7%
ZTS vs DOV
+471.3%
-265.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.3% |
| 3M | +11.3% | +1.9% | +9.4% | +10.3% |
| 6M | +14.3% | -1.7% | +16.0% | +14.3% |
| YTD | -31.9% | +8.3% | -40.2% | -34.6% |
| 1Y | -29.3% | +16.6% | -45.8% | -34.2% |
| 3Y | -48.0% | +65.1% | -113.2% | -59.4% |
| 5Y | -58.9% | +29.2% | -88.0% | -64.8% |
| 10Y | +81.7% | +329.7% | -248.0% | -1.1% |
| All | +205.7% | +471.3% | -265.6% | +55.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling