+77.0%
ZTS vs RCAT
-99.6%
+176.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.4% | +6.6% | +0.2% |
| 7D | -0.6% | -5.6% | +5.0% | -0.6% |
| 30D | +11.0% | -27.0% | +38.0% | +11.1% |
| 3M | +10.9% | -57.9% | +68.8% | +11.3% |
| 6M | +0.9% | -59.4% | +60.3% | +1.2% |
| YTD | -33.0% | -46.9% | +13.9% | -33.0% |
| 1Y | -29.6% | -54.0% | +24.4% | -29.6% |
| 3Y | -49.0% | +378.4% | -427.4% | -49.9% |
| 5Y | -59.5% | +61.9% | -121.4% | -60.1% |
| 10Y | +77.0% | -99.6% | +176.6% | +73.9% |
| All | +77.0% | -99.6% | +176.6% | +73.9% |
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