-59.6%
ZTS vs RRC
+114.1%
-173.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.7% |
| 7D | -1.0% | -10.3% | +9.3% | -0.1% |
| 30D | +10.8% | +19.5% | -8.7% | +8.7% |
| 3M | +14.1% | +27.9% | -13.9% | +11.1% |
| 6M | +0.8% | +21.2% | -20.4% | -1.5% |
| YTD | -33.1% | +39.6% | -72.7% | -35.7% |
| 1Y | -30.0% | +31.3% | -61.3% | -32.3% |
| 3Y | -49.5% | +51.9% | -101.5% | -52.6% |
| All | -59.6% | +114.1% | -173.7% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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