+54.2%
RGTI vs ZTS
-54.5%
+108.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | +0.5% | -3.7% | +4.2% | +1.9% |
| 30D | -17.1% | -0.8% | -16.3% | -17.0% |
| 3M | -26.0% | -9.7% | -16.3% | -23.8% |
| 6M | -9.9% | -38.4% | +28.5% | +10.3% |
| YTD | -31.1% | -41.1% | +10.0% | -13.9% |
| 1Y | -8.5% | -50.6% | +42.1% | +23.9% |
| 3Y | +652.2% | -59.1% | +711.4% | +998.1% |
| 5Y | +56.8% | -62.7% | +119.5% | +125.1% |
| All | +54.2% | -54.5% | +108.7% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 10y: compounded portfolio wealth divided by compounded ZTS 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…
10y analysis · Full analysis span regression · 6 months rolling