+349.3%
ZETA vs GRMN
+75.7%
+273.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.4% |
| 7D | -0.1% | -1.4% | +1.3% | +0.9% |
| 30D | +10.5% | -13.1% | +23.5% | +20.6% |
| 3M | +44.3% | +14.9% | +29.4% | +29.6% |
| 6M | +59.4% | +13.1% | +46.3% | +44.0% |
| YTD | +49.5% | +35.3% | +14.2% | +19.4% |
| 1Y | +62.7% | +16.0% | +46.7% | +43.7% |
| 3Y | +274.6% | +179.6% | +95.0% | +60.5% |
| 5Y | +349.3% | +75.0% | +274.3% | +210.1% |
| All | +349.3% | +75.7% | +273.7% | +210.1% |
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