+305.7%
ZBH vs GEN
+1,363.2%
-1,057.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.4% | -3.7% | -1.8% |
| 7D | -2.3% | +2.0% | -4.3% | -2.7% |
| 30D | +12.5% | +27.7% | -15.3% | +6.9% |
| 3M | +3.9% | +3.3% | +0.7% | +2.6% |
| 6M | +25.4% | +31.8% | -6.4% | +17.6% |
| YTD | +15.7% | +13.5% | +2.2% | +11.0% |
| 1Y | +15.2% | +16.0% | -0.9% | +10.0% |
| 3Y | +0.3% | +70.6% | -70.2% | -12.6% |
| 5Y | -16.1% | +32.1% | -48.2% | -24.4% |
| 10Y | +17.8% | +153.4% | -135.6% | -12.1% |
| All | +305.7% | +1,363.2% | -1,057.5% | +113.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling