+76.9%
GRMN vs ZBRA
-41.5%
+118.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -1.8% | -3.8% | +2.0% | -0.7% |
| 30D | -12.1% | -10.2% | -1.9% | -9.3% |
| 3M | +18.0% | +58.7% | -40.7% | +0.8% |
| 6M | +13.7% | +61.9% | -48.2% | -4.4% |
| YTD | +35.3% | +41.7% | -6.4% | +17.7% |
| 1Y | +17.2% | +12.4% | +4.9% | +9.8% |
| 3Y | +179.6% | +34.2% | +145.4% | +138.1% |
| All | +76.9% | -41.5% | +118.4% | +106.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling