+15.3%
GEN vs Z
-58.2%
+73.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.8% | -3.8% | -1.2% |
| 7D | -0.3% | -5.2% | +4.9% | +1.0% |
| 30D | +28.2% | +5.7% | +22.4% | +25.1% |
| 3M | +2.6% | -8.7% | +11.4% | +4.4% |
| 6M | +32.7% | -26.0% | +58.7% | +40.2% |
| YTD | +11.3% | -55.0% | +66.3% | +32.2% |
| All | +15.3% | -58.2% | +73.6% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 1y: compounded portfolio wealth divided by compounded Z 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…
1y analysis · Full analysis span regression · 6 months rolling