+7.9%
ZBH vs RGEN
+19.5%
-11.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | 0.0% | +13.5% | +13.5% |
| 7D | +14.3% | -3.5% | +17.8% | +15.0% |
| 30D | +20.3% | -6.0% | +26.3% | +21.5% |
| 3M | +15.3% | +19.0% | -3.7% | +11.0% |
| 6M | +33.9% | +50.7% | -16.8% | +23.3% |
| YTD | +23.5% | +8.8% | +14.7% | +20.7% |
| 1Y | +7.9% | +21.3% | -13.4% | -0.2% |
| All | +7.9% | +19.5% | -11.7% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling