+27.7%
ZBRA vs RGEN
+19.5%
+8.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -13.6% | -3.5% | -10.1% | -13.1% |
| 30D | -11.5% | -6.0% | -5.5% | -10.7% |
| 3M | -9.9% | +19.0% | -28.8% | -13.4% |
| 6M | +48.6% | +50.7% | -2.2% | +37.0% |
| YTD | +36.9% | +8.8% | +28.2% | +37.0% |
| 1Y | +27.7% | +21.3% | +6.4% | +20.8% |
| All | +27.7% | +19.5% | +8.1% | +20.8% |
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