+63.4%
ZM vs GEN
+152.4%
-89.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.2% | +5.4% | +4.0% |
| 7D | +2.9% | -1.2% | +4.1% | +3.3% |
| 30D | +0.7% | +10.1% | -9.5% | -2.8% |
| 3M | -3.7% | +16.1% | -19.8% | -8.7% |
| 6M | +29.9% | +38.9% | -9.0% | +15.3% |
| YTD | +17.4% | +14.4% | +3.0% | +11.0% |
| 1Y | +22.4% | +5.9% | +16.5% | +18.7% |
| 3Y | +41.3% | +58.8% | -17.5% | +19.2% |
| 5Y | -66.0% | +24.7% | -90.7% | -70.0% |
| All | +63.4% | +152.4% | -89.0% | +13.1% |
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