+2,551.7%
GEN vs ZBRA
+9,227.6%
-6,675.9%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.6% | -2.6% |
| 7D | -1.2% | +1.8% | -3.0% | -1.7% |
| 30D | +10.1% | -1.7% | +11.8% | +10.7% |
| 3M | +16.1% | +47.8% | -31.7% | +2.5% |
| 6M | +38.9% | +56.7% | -17.9% | +19.8% |
| YTD | +14.4% | +49.4% | -34.9% | -0.4% |
| 1Y | +5.9% | +16.5% | -10.7% | -1.8% |
| 3Y | +58.8% | +31.5% | +27.3% | +37.9% |
| 5Y | +24.7% | -38.6% | +63.2% | +29.0% |
| 10Y | +163.1% | +421.0% | -257.9% | +34.4% |
| All | +2,551.7% | +9,227.6% | -6,675.9% | +348.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling