+166.5%
ZTS vs RRX
+169.4%
-3.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.1% |
| 7D | -4.8% | +4.3% | -9.1% | -5.8% |
| 30D | +1.2% | -8.0% | +9.3% | +3.3% |
| 3M | -6.0% | -22.0% | +16.0% | -1.2% |
| 6M | -38.7% | -11.9% | -26.8% | -37.9% |
| YTD | -40.6% | +17.1% | -57.7% | -44.8% |
| 1Y | -50.6% | +14.9% | -65.5% | -54.1% |
| 3Y | -58.7% | +6.9% | -65.6% | -62.7% |
| 5Y | -62.8% | +19.6% | -82.4% | -68.5% |
| 10Y | +56.2% | +215.9% | -159.7% | -9.4% |
| All | +166.5% | +169.4% | -3.0% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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