+189.6%
ZTS vs GEN
+285.0%
-95.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.1% |
| 3M | +3.5% | +6.5% | -3.0% | +1.5% |
| 6M | -27.6% | +53.8% | -81.4% | -35.0% |
| YTD | -35.5% | +11.2% | -46.7% | -37.8% |
| 1Y | -32.1% | +19.4% | -51.5% | -35.7% |
| 3Y | -49.1% | +81.0% | -130.1% | -56.5% |
| 5Y | -61.0% | +33.4% | -94.5% | -65.0% |
| 10Y | +74.4% | +164.3% | -89.9% | +29.2% |
| All | +189.6% | +285.0% | -95.4% | +92.4% |
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