+637.6%
GRMN vs Z
-6.2%
+643.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.5% |
| 7D | -1.8% | -11.6% | +9.8% | +0.2% |
| 30D | -12.1% | -8.5% | -3.6% | -11.0% |
| 3M | +18.0% | -7.9% | +25.9% | +19.0% |
| 6M | +13.7% | -29.1% | +42.8% | +19.4% |
| YTD | +35.3% | -54.2% | +89.5% | +52.0% |
| 1Y | +17.2% | -63.5% | +80.8% | +36.4% |
| 3Y | +179.6% | -38.6% | +218.2% | +192.5% |
| 5Y | +75.6% | -66.0% | +141.5% | +89.3% |
| All | +637.6% | -6.2% | +643.9% | +541.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling