-29.3%
ZTS vs GEN
+14.8%
-44.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | +0.8% |
| 7D | +5.6% | +2.0% | +3.5% | +5.3% |
| 30D | +12.1% | +27.7% | -15.6% | +9.8% |
| 3M | +11.3% | +3.3% | +8.0% | +10.5% |
| 6M | +14.3% | +31.8% | -17.5% | +12.3% |
| YTD | -31.9% | +13.5% | -45.4% | -27.4% |
| 1Y | -29.3% | +16.0% | -45.3% | -25.6% |
| All | -29.3% | +14.8% | -44.1% | -25.6% |
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