+202.6%
ZTS vs DOV
+470.0%
-267.5%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +1.1% |
| 7D | +1.0% | +3.4% | -2.4% | -0.4% |
| 30D | +12.4% | +8.8% | +3.6% | +8.5% |
| 3M | +13.6% | +0.9% | +12.6% | +13.0% |
| 6M | +9.3% | -2.8% | +12.2% | +9.8% |
| YTD | -32.6% | +8.1% | -40.7% | -35.2% |
| 1Y | -30.0% | +15.2% | -45.3% | -34.6% |
| 3Y | -48.7% | +64.5% | -113.3% | -59.9% |
| 5Y | -59.3% | +28.9% | -88.2% | -65.1% |
| 10Y | +79.8% | +328.7% | -248.9% | -2.1% |
| All | +202.6% | +470.0% | -267.5% | +54.0% |
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 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