-62.8%
ZTS vs RRC
+153.5%
-216.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | -4.8% | -1.2% | -3.6% | -4.7% |
| 30D | +1.2% | +9.4% | -8.2% | +0.4% |
| 3M | -6.0% | +7.4% | -13.4% | -6.7% |
| 6M | -38.7% | +1.5% | -40.2% | -39.0% |
| YTD | -40.6% | +19.4% | -60.0% | -41.8% |
| 1Y | -50.6% | +24.2% | -74.8% | -51.9% |
| 3Y | -58.7% | +32.8% | -91.5% | -60.6% |
| 5Y | -62.8% | +152.9% | -215.7% | -65.9% |
| All | -62.8% | +153.5% | -216.3% | -65.9% |
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