+58.8%
ZTS vs RGEN
+402.3%
-343.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.7% | +0.2% |
| 7D | -3.8% | -4.6% | +0.8% | -2.7% |
| 30D | -2.0% | +1.2% | -3.2% | -2.5% |
| 3M | -10.2% | +26.8% | -37.0% | -15.9% |
| 6M | -39.4% | +29.1% | -68.5% | -43.8% |
| YTD | -40.8% | +0.7% | -41.5% | -41.9% |
| 1Y | -50.1% | +39.1% | -89.2% | -54.9% |
| 3Y | -58.9% | +2.2% | -61.1% | -62.1% |
| 5Y | -62.4% | -44.0% | -18.4% | -61.7% |
| 10Y | +58.8% | +412.7% | -353.9% | -8.1% |
| All | +58.8% | +402.3% | -343.5% | -8.1% |
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