-29.3%
ZTS vs RGEN
+8.1%
-37.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.3% | +0.9% |
| 7D | +5.6% | -3.3% | +8.9% | +6.2% |
| 30D | +12.1% | -5.8% | +17.9% | +13.2% |
| 3M | +11.3% | +0.2% | +11.1% | +10.2% |
| 6M | +14.3% | +56.8% | -42.5% | -0.4% |
| YTD | -31.9% | +2.4% | -34.3% | -33.7% |
| 1Y | -29.3% | +11.4% | -40.7% | -34.4% |
| All | -29.3% | +8.1% | -37.4% | -34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling