+85.9%
ZTS vs RCAT
-99.8%
+185.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.3% | +8.7% | +0.5% |
| 7D | +1.0% | +15.6% | -14.5% | +1.0% |
| 30D | +12.4% | -24.1% | +36.5% | +12.5% |
| 3M | +13.6% | -61.9% | +75.4% | +14.0% |
| 6M | +9.3% | -64.3% | +73.6% | +9.7% |
| YTD | -32.6% | -50.4% | +17.8% | -32.5% |
| 1Y | -30.0% | -54.0% | +24.0% | -30.0% |
| 3Y | -48.7% | +347.2% | -395.9% | -49.6% |
| 5Y | -59.3% | +45.7% | -105.0% | -59.9% |
| All | +85.9% | -99.8% | +185.7% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling