+174.6%
ZTS vs GEN
+296.1%
-121.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.5% | -0.2% |
| 7D | -2.0% | -1.2% | -0.8% | -1.8% |
| 30D | +1.9% | +10.1% | -8.2% | -0.3% |
| 3M | -4.0% | +16.1% | -20.1% | -7.2% |
| 6M | -39.1% | +38.9% | -78.0% | -43.8% |
| YTD | -38.8% | +14.4% | -53.2% | -41.1% |
| 1Y | -49.6% | +5.9% | -55.4% | -50.7% |
| 3Y | -59.0% | +58.8% | -117.8% | -63.8% |
| 5Y | -61.8% | +24.7% | -86.4% | -65.0% |
| 10Y | +61.4% | +163.1% | -101.6% | +20.2% |
| All | +174.6% | +296.1% | -121.5% | +82.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling