+166.5%
ZTS vs RSG
+797.3%
-630.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.7% |
| 7D | -4.8% | -0.7% | -4.0% | -4.4% |
| 30D | +1.2% | +3.3% | -2.1% | -0.5% |
| 3M | -6.0% | +8.5% | -14.5% | -10.2% |
| 6M | -38.7% | -3.5% | -35.2% | -37.8% |
| YTD | -40.6% | +5.5% | -46.1% | -42.7% |
| 1Y | -50.6% | -1.7% | -48.9% | -50.6% |
| 3Y | -58.7% | +56.9% | -115.6% | -69.1% |
| 5Y | -62.8% | +89.4% | -152.2% | -75.4% |
| 10Y | +56.2% | +412.5% | -356.3% | -38.7% |
| All | +166.5% | +797.3% | -630.8% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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