-62.8%
ZTS vs GEN
+22.3%
-85.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.2% | -2.3% |
| 7D | -4.8% | -0.7% | -4.1% | -4.6% |
| 30D | +1.2% | +2.6% | -1.4% | +0.6% |
| 3M | -6.0% | +15.8% | -21.8% | -9.4% |
| 6M | -38.7% | +33.1% | -71.9% | -43.2% |
| YTD | -40.6% | +11.3% | -51.9% | -42.3% |
| 1Y | -50.6% | +1.7% | -52.2% | -50.8% |
| 3Y | -58.7% | +58.1% | -116.9% | -64.3% |
| 5Y | -62.8% | +20.6% | -83.5% | -66.2% |
| All | -62.8% | +22.3% | -85.2% | -66.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling