-8.4%
ZM vs GEN
+36.4%
-44.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| 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% | -9.8% |
| 3M | -7.5% | +6.1% | -13.6% | -7.6% |
| 6M | -8.4% | +38.1% | -46.6% | -26.0% |
| All | -8.4% | +36.4% | -44.9% | -26.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling