+16.2%
GEN vs Z
-60.5%
+76.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.5% | +6.2% | +2.4% |
| 7D | +1.0% | -6.5% | +7.5% | +2.7% |
| 30D | +29.1% | -0.1% | +29.2% | +28.1% |
| 3M | +2.9% | -14.1% | +17.0% | +6.6% |
| 6M | +33.6% | -30.1% | +63.7% | +43.6% |
| YTD | +12.0% | -57.5% | +69.6% | +35.4% |
| 1Y | +16.2% | -60.3% | +76.5% | +42.4% |
| All | +16.2% | -60.5% | +76.7% | +42.4% |
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