-20.5%
ZBH vs GEN
+57.6%
-78.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -4.9% | -2.9% | -2.0% | -4.4% |
| 30D | -3.2% | +2.1% | -5.3% | -3.6% |
| 3M | +5.8% | +19.7% | -13.9% | +2.7% |
| 6M | +2.0% | +33.3% | -31.3% | -3.0% |
| YTD | +5.8% | +11.1% | -5.3% | +4.1% |
| 1Y | -7.9% | +3.0% | -10.9% | -8.0% |
| All | -20.5% | +57.6% | -78.2% | -23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling