+395.4%
ZS vs GRMN
+452.7%
-57.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -8.1% | -1.8% | -6.3% | -7.2% |
| 30D | -8.4% | -12.1% | +3.7% | -2.3% |
| 3M | +31.1% | +18.0% | +13.1% | +19.5% |
| 6M | +4.4% | +13.7% | -9.3% | -4.1% |
| YTD | -27.3% | +35.3% | -62.6% | -39.7% |
| 1Y | -41.4% | +17.2% | -58.6% | -47.7% |
| 3Y | +1.7% | +179.6% | -177.9% | -51.5% |
| 5Y | -39.6% | +75.6% | -115.1% | -63.1% |
| All | +395.4% | +452.7% | -57.3% | +52.5% |
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