+55.5%
ZTS vs RMBS
+554.0%
-498.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.3% |
| 7D | -4.5% | +1.2% | -5.7% | -4.7% |
| 30D | -3.3% | -11.5% | +8.2% | -1.9% |
| 3M | -9.7% | -38.2% | +28.5% | -4.6% |
| 6M | -38.8% | -4.8% | -34.1% | -41.2% |
| YTD | -41.2% | -7.1% | -34.1% | -43.8% |
| 1Y | -50.3% | +10.7% | -61.0% | -54.8% |
| 3Y | -59.1% | +54.5% | -113.6% | -68.0% |
| 5Y | -62.8% | +261.7% | -324.4% | -78.7% |
| All | +55.5% | +554.0% | -498.5% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMBS.
Daily Out/Under-Performance
Portfolio return minus RMBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMBS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RMBS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling