+87.8%
ZTS vs RGEN
+415.2%
-327.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.3% | +0.9% |
| 7D | +5.6% | -3.3% | +8.9% | +6.4% |
| 30D | +12.1% | -5.8% | +17.9% | +13.5% |
| 3M | +11.3% | +0.2% | +11.1% | +10.4% |
| 6M | +14.3% | +56.8% | -42.5% | +0.9% |
| YTD | -31.9% | +2.4% | -34.3% | -33.7% |
| 1Y | -29.3% | +11.4% | -40.7% | -32.6% |
| 3Y | -48.0% | +15.2% | -63.2% | -53.5% |
| 5Y | -58.9% | -35.1% | -23.8% | -59.7% |
| All | +87.8% | +415.2% | -327.4% | +7.7% |
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