+17.9%
ZBH vs GEN
+152.9%
-135.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.4% | -3.7% | -1.7% |
| 7D | -2.3% | +2.0% | -4.3% | -2.6% |
| 30D | +12.5% | +27.7% | -15.3% | +7.3% |
| 3M | +3.9% | +3.3% | +0.7% | +2.8% |
| 6M | +25.4% | +31.8% | -6.4% | +18.2% |
| YTD | +15.7% | +13.5% | +2.2% | +11.6% |
| 1Y | +15.2% | +16.0% | -0.9% | +10.6% |
| 3Y | +0.3% | +70.6% | -70.2% | -11.7% |
| 5Y | -16.1% | +32.1% | -48.2% | -23.7% |
| All | +17.9% | +152.9% | -135.0% | -10.1% |
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