+87.8%
ZTS vs GEN
+152.9%
-65.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | +0.5% |
| 7D | +5.6% | +2.0% | +3.5% | +5.1% |
| 30D | +12.1% | +27.7% | -15.6% | +6.5% |
| 3M | +11.3% | +3.3% | +8.0% | +9.9% |
| 6M | +14.3% | +31.8% | -17.5% | +7.0% |
| YTD | -31.9% | +13.5% | -45.4% | -34.6% |
| 1Y | -29.3% | +16.0% | -45.3% | -32.4% |
| 3Y | -48.0% | +70.6% | -118.6% | -54.8% |
| 5Y | -58.9% | +32.1% | -91.0% | -62.9% |
| All | +87.8% | +152.9% | -65.1% | +41.4% |
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