-67.5%
ZM vs RGEN
-44.3%
-23.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.3% |
| 7D | +0.3% | -4.6% | +4.9% | +1.7% |
| 30D | -10.3% | +1.2% | -11.4% | -10.7% |
| 3M | -0.7% | +26.8% | -27.5% | -8.4% |
| 6M | +24.8% | +29.1% | -4.2% | +13.3% |
| YTD | +11.5% | +0.7% | +10.7% | +9.1% |
| 1Y | +12.3% | +39.1% | -26.7% | -1.9% |
| 3Y | +33.5% | +2.2% | +31.2% | +19.0% |
| 5Y | -67.5% | -44.0% | -23.5% | -66.3% |
| All | -67.5% | -44.3% | -23.2% | -66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling