+423.9%
ZBRA vs RGEN
+415.7%
+8.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.8% |
| 7D | -3.4% | -1.4% | -2.0% | -3.0% |
| 30D | -7.4% | -0.3% | -7.1% | -7.5% |
| 3M | +57.5% | +23.9% | +33.6% | +45.8% |
| 6M | +64.0% | +38.5% | +25.4% | +44.9% |
| YTD | +44.3% | +0.8% | +43.5% | +40.8% |
| 1Y | +10.9% | +38.2% | -27.3% | -2.9% |
| 3Y | +37.5% | +1.3% | +36.2% | +26.3% |
| 5Y | -39.7% | -44.0% | +4.4% | -37.2% |
| All | +423.9% | +415.7% | +8.2% | +146.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling