+56.2%
ZTS vs RCAT
-98.4%
+154.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.9% | -6.9% | -3.0% |
| 7D | -4.8% | +5.4% | -10.2% | -4.8% |
| 30D | +1.2% | -5.6% | +6.8% | +1.3% |
| 3M | -6.0% | -30.2% | +24.2% | -5.9% |
| 6M | -38.7% | -43.4% | +4.7% | -38.7% |
| YTD | -40.6% | +9.6% | -50.3% | -40.8% |
| 1Y | -50.6% | -2.0% | -48.6% | -50.7% |
| 3Y | -58.7% | +825.0% | -883.7% | -59.6% |
| 5Y | -62.8% | +199.8% | -262.7% | -63.5% |
| 10Y | +56.2% | -98.4% | +154.6% | +49.3% |
| All | +56.2% | -98.4% | +154.6% | +49.3% |
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