+81.0%
GEN vs Z
-21.1%
+102.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -2.0% |
| 7D | +2.3% | -4.6% | +6.8% | +3.2% |
| 30D | +33.1% | +8.3% | +24.7% | +29.8% |
| 3M | +6.5% | -11.6% | +18.1% | +9.1% |
| 6M | +53.8% | -33.6% | +87.4% | +66.9% |
| YTD | +11.2% | -56.7% | +67.9% | +31.8% |
| 1Y | +19.4% | -59.1% | +78.5% | +43.1% |
| 3Y | +81.0% | -20.4% | +101.4% | +87.6% |
| All | +81.0% | -21.1% | +102.1% | +87.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling