+62.5%
GEN vs Z
-32.8%
+95.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | 0.0% | -1.7% |
| 7D | -1.2% | -3.0% | +1.8% | -0.5% |
| 30D | +10.1% | -4.2% | +14.3% | +11.0% |
| 3M | +16.1% | -3.7% | +19.8% | +16.5% |
| 6M | +38.9% | -24.5% | +63.4% | +46.3% |
| YTD | +14.4% | -49.3% | +63.7% | +31.3% |
| 1Y | +5.9% | -58.7% | +64.5% | +26.5% |
| All | +62.5% | -32.8% | +95.3% | +63.3% |
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