-67.2%
ZM vs GEN
+22.3%
-89.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.7% | -2.1% | -3.6% |
| 7D | +1.6% | -0.7% | +2.3% | +1.9% |
| 30D | -7.7% | +2.6% | -10.4% | -8.8% |
| 3M | -4.7% | +15.8% | -20.4% | -10.7% |
| 6M | +24.4% | +33.1% | -8.7% | +9.3% |
| YTD | +11.8% | +11.3% | +0.5% | +5.6% |
| 1Y | +13.4% | +1.7% | +11.7% | +11.1% |
| 3Y | +33.8% | +58.1% | -24.3% | +7.6% |
| 5Y | -67.2% | +20.6% | -87.8% | -72.6% |
| All | -67.2% | +22.3% | -89.5% | -72.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling