+174.6%
ZTS vs DOV
+424.9%
-250.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.6% | -1.0% |
| 7D | -2.0% | -2.7% | +0.7% | -0.9% |
| 30D | +1.9% | -8.1% | +10.0% | +5.5% |
| 3M | -4.0% | -9.4% | +5.4% | -0.6% |
| 6M | -39.1% | -12.6% | -26.5% | -35.9% |
| YTD | -38.8% | -0.5% | -38.3% | -39.1% |
| 1Y | -49.6% | +9.2% | -58.8% | -51.9% |
| 3Y | -59.0% | +34.1% | -93.1% | -65.0% |
| 5Y | -61.8% | +17.3% | -79.0% | -65.9% |
| 10Y | +61.4% | +284.9% | -223.5% | -8.5% |
| All | +174.6% | +424.9% | -250.2% | +44.8% |
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