-27.5%
ZBH vs GRMN
+73.8%
-101.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.7% |
| 7D | -4.9% | -1.4% | -3.5% | -4.6% |
| 30D | -3.2% | -13.1% | +9.8% | +0.2% |
| 3M | +5.8% | +14.9% | -9.1% | +1.6% |
| 6M | +2.0% | +13.1% | -11.1% | -1.8% |
| YTD | +5.8% | +35.3% | -29.5% | -3.1% |
| 1Y | -7.9% | +16.0% | -23.9% | -12.5% |
| 3Y | -19.4% | +179.6% | -199.0% | -45.2% |
| All | -27.5% | +73.8% | -101.4% | -46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling