-62.8%
ZTS vs RGEN
-42.7%
-20.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.5% | -3.1% |
| 7D | -4.8% | -0.9% | -3.9% | -4.6% |
| 30D | +1.2% | +2.8% | -1.6% | +0.4% |
| 3M | -6.0% | +34.5% | -40.5% | -12.8% |
| 6M | -38.7% | +40.5% | -79.2% | -44.0% |
| YTD | -40.6% | +2.8% | -43.5% | -41.9% |
| 1Y | -50.6% | +39.6% | -90.2% | -55.1% |
| 3Y | -58.7% | +4.4% | -63.2% | -61.9% |
| 5Y | -62.8% | -42.8% | -20.1% | -63.2% |
| All | -62.8% | -42.7% | -20.1% | -63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling