-61.2%
ZTS vs GEN
+32.5%
-93.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.6% | -0.7% | -2.7% |
| 7D | -0.4% | +2.3% | -2.7% | -0.8% |
| 30D | +11.7% | +33.1% | -21.3% | +4.8% |
| 3M | +3.5% | +6.5% | -3.0% | +1.5% |
| 6M | -27.6% | +53.8% | -81.4% | -35.6% |
| YTD | -35.5% | +11.2% | -46.7% | -37.5% |
| 1Y | -32.1% | +19.4% | -51.5% | -35.5% |
| 3Y | -49.1% | +81.0% | -130.1% | -57.7% |
| All | -61.2% | +32.5% | -93.7% | -65.8% |
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