+174.6%
ZTS vs RGEN
+2,315.0%
-2,140.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | -2.0% | -4.9% | +2.9% | -1.0% |
| 30D | +1.9% | +5.7% | -3.8% | +0.5% |
| 3M | -4.0% | +32.4% | -36.4% | -10.1% |
| 6M | -39.1% | +33.2% | -72.3% | -43.3% |
| YTD | -38.8% | +2.3% | -41.1% | -39.9% |
| 1Y | -49.6% | +39.0% | -88.6% | -53.8% |
| 3Y | -59.0% | -4.6% | -54.3% | -61.1% |
| 5Y | -61.8% | -42.7% | -19.1% | -61.5% |
| 10Y | +61.4% | +433.6% | -372.1% | +6.0% |
| All | +174.6% | +2,315.0% | -2,140.4% | +52.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling