+19.6%
GRMN vs ZBRA
+14.4%
+5.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +4.0% |
| 7D | +2.4% | -3.4% | +5.8% | +3.0% |
| 30D | -8.5% | -7.4% | -1.1% | -7.4% |
| 3M | +19.5% | +57.5% | -38.0% | +9.9% |
| 6M | +21.2% | +64.0% | -42.8% | +9.9% |
| YTD | +41.0% | +44.3% | -3.2% | +29.1% |
| 1Y | +19.6% | +10.9% | +8.7% | +14.5% |
| All | +19.6% | +14.4% | +5.2% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 1y: compounded portfolio wealth divided by compounded ZBRA 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…
1y analysis · Full analysis span regression · 6 months rolling