+58.2%
ZM vs GEN
+152.4%
-94.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.1% | +5.8% | +7.2% |
| 7D | +6.8% | -0.8% | +7.6% | +7.1% |
| 30D | +0.1% | +31.2% | -31.1% | -9.5% |
| 3M | -7.5% | +6.1% | -13.6% | -10.4% |
| 6M | -8.4% | +38.1% | -46.6% | -19.0% |
| YTD | +13.7% | +14.4% | -0.7% | +6.4% |
| 1Y | +15.9% | +15.1% | +0.8% | +8.4% |
| 3Y | +58.0% | +68.5% | -10.5% | +30.0% |
| 5Y | -60.4% | +35.8% | -96.2% | -66.0% |
| All | +58.2% | +152.4% | -94.2% | +8.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling