-49.9%
ZTS vs GEN
+0.8%
-50.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.2% | -2.7% |
| 7D | -4.8% | -0.7% | -4.1% | -4.7% |
| 30D | +1.2% | +2.6% | -1.4% | +1.0% |
| 3M | -6.0% | +15.8% | -21.8% | -7.1% |
| 6M | -38.7% | +33.1% | -71.9% | -38.3% |
| YTD | -40.6% | +11.3% | -51.9% | -36.4% |
| All | -49.9% | +0.8% | -50.7% | -46.0% |
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