+33.8%
ZM vs RGEN
-0.1%
+33.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.6% | -5.4% | -4.9% |
| 7D | +1.6% | -0.9% | +2.5% | +1.7% |
| 30D | -7.7% | +2.8% | -10.5% | -8.1% |
| 3M | -4.7% | +34.5% | -39.1% | -9.5% |
| 6M | +24.4% | +40.5% | -16.0% | +16.6% |
| YTD | +11.8% | +2.8% | +8.9% | +10.3% |
| 1Y | +13.4% | +39.6% | -26.3% | +5.8% |
| 3Y | +33.8% | +4.4% | +29.4% | +29.4% |
| All | +33.8% | -0.1% | +33.9% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 3y: compounded portfolio wealth divided by compounded RGEN 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…
3y analysis · Full analysis span regression · 6 months rolling