-26.7%
ZTS vs GEN
+20.2%
-46.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.0% | +3.5% | +7.1% |
| 7D | +15.4% | +26.9% | -11.4% | +13.1% |
| 30D | +25.8% | +38.6% | -12.9% | +22.4% |
| 3M | +18.1% | +9.7% | +8.4% | +16.8% |
| 6M | -19.7% | +58.9% | -78.6% | -21.9% |
| YTD | -27.5% | +15.3% | -42.8% | -23.6% |
| 1Y | -26.7% | +21.8% | -48.5% | -24.6% |
| All | -26.7% | +20.2% | -46.9% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling