+34.1%
GEN vs ZBRA
-45.5%
+79.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +2.0% |
| 7D | +2.0% | +0.6% | +1.4% | +1.9% |
| 30D | +27.7% | -14.0% | +41.8% | +31.7% |
| 3M | +3.3% | -14.7% | +17.9% | +6.5% |
| 6M | +31.8% | +31.3% | +0.5% | +21.7% |
| YTD | +13.5% | +33.4% | -19.9% | +3.6% |
| 1Y | +16.0% | +34.1% | -18.1% | +5.7% |
| 3Y | +70.6% | +59.9% | +10.7% | +43.7% |
| All | +34.1% | -45.5% | +79.6% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 5y: compounded portfolio wealth divided by compounded ZBRA 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…
5y analysis · Full analysis span regression · 6 months rolling