-18.3%
ZBH vs GRMN
+646.1%
-664.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -6.6% | -1.8% | -4.8% | -6.0% |
| 30D | -4.9% | -12.1% | +7.2% | -0.8% |
| 3M | +5.1% | +18.0% | -12.9% | -1.3% |
| 6M | +1.3% | +13.7% | -12.4% | -3.9% |
| YTD | +3.4% | +35.3% | -31.9% | -8.2% |
| 1Y | -8.7% | +17.2% | -25.9% | -15.1% |
| 3Y | -21.2% | +179.6% | -200.8% | -51.1% |
| 5Y | -29.2% | +75.6% | -104.8% | -47.1% |
| All | -18.3% | +646.1% | -664.4% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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