+78.9%
ZTS vs RGEN
+450.6%
-371.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | -7.4% | -3.1% | -4.3% | -6.7% |
| 30D | +9.9% | +0.1% | +9.8% | +9.7% |
| 3M | +10.3% | +4.8% | +5.6% | +8.3% |
| 6M | +9.2% | +48.9% | -39.7% | -2.4% |
| YTD | -32.9% | +5.3% | -38.2% | -35.1% |
| 1Y | -29.7% | +12.5% | -42.2% | -33.2% |
| 3Y | -49.0% | +17.0% | -66.0% | -54.5% |
| 5Y | -59.3% | -35.4% | -23.9% | -60.0% |
| 10Y | +78.9% | +434.6% | -355.6% | +2.4% |
| All | +78.9% | +450.6% | -371.7% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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