+57.6%
ZM vs GEN
+144.5%
-87.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +0.7% |
| 7D | +10.0% | -3.0% | +13.0% | +11.1% |
| 30D | -0.5% | +24.7% | -25.2% | -8.4% |
| 3M | -7.1% | +4.1% | -11.2% | -9.4% |
| 6M | -5.1% | +36.0% | -41.1% | -15.6% |
| YTD | +13.2% | +10.9% | +2.4% | +7.1% |
| 1Y | +15.3% | +12.2% | +3.2% | +8.7% |
| 3Y | +57.4% | +63.3% | -5.9% | +30.8% |
| 5Y | -61.7% | +29.0% | -90.7% | -66.7% |
| All | +57.6% | +144.5% | -87.0% | +9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling