+55.1%
ZM vs GEN
+145.1%
-90.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +0.3% | -2.9% | +3.2% | +1.4% |
| 30D | -10.3% | +2.1% | -12.3% | -11.0% |
| 3M | -0.7% | +19.7% | -20.4% | -6.9% |
| 6M | +24.8% | +33.3% | -8.5% | +12.5% |
| YTD | +11.5% | +11.1% | +0.3% | +6.5% |
| 1Y | +12.3% | +3.0% | +9.3% | +10.0% |
| 3Y | +33.5% | +57.9% | -24.4% | +13.1% |
| 5Y | -67.5% | +20.6% | -88.1% | -71.0% |
| All | +55.1% | +145.1% | -90.0% | +8.5% |
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