+58.8%
ZTS vs GEN
+150.6%
-91.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -3.8% | -2.9% | -0.9% | -3.2% |
| 30D | -2.0% | +2.1% | -4.1% | -2.5% |
| 3M | -10.2% | +19.7% | -29.9% | -13.6% |
| 6M | -39.4% | +33.3% | -72.7% | -43.4% |
| YTD | -40.8% | +11.1% | -51.9% | -42.6% |
| 1Y | -50.1% | +3.0% | -53.1% | -50.8% |
| 3Y | -58.9% | +57.9% | -116.8% | -63.5% |
| 5Y | -62.4% | +20.6% | -83.0% | -65.3% |
| 10Y | +58.8% | +153.2% | -94.4% | +22.1% |
| All | +58.8% | +150.6% | -91.8% | +22.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling