-17.4%
ZBH vs GEN
+159.8%
-177.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.2% | +1.0% |
| 7D | -4.7% | -1.3% | -3.4% | -4.4% |
| 30D | -4.5% | +6.1% | -10.6% | -5.6% |
| 3M | +7.6% | +27.0% | -19.4% | +2.7% |
| 6M | +0.3% | +43.9% | -43.6% | -7.0% |
| YTD | +4.5% | +13.0% | -8.5% | +1.4% |
| 1Y | -9.4% | +4.0% | -13.4% | -10.7% |
| 3Y | -21.5% | +66.2% | -87.7% | -30.3% |
| 5Y | -28.4% | +23.2% | -51.6% | -33.7% |
| All | -17.4% | +159.8% | -177.2% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling