+0.6%
ZS vs GRMN
+179.1%
-178.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.8% | +2.9% |
| 7D | -3.8% | -1.4% | -2.4% | -3.5% |
| 30D | -6.0% | -13.1% | +7.1% | -2.9% |
| 3M | +32.0% | +14.9% | +17.1% | +27.6% |
| 6M | +2.1% | +13.1% | -11.0% | -1.3% |
| YTD | -26.2% | +35.3% | -61.4% | -32.2% |
| 1Y | -41.2% | +16.0% | -57.2% | -43.9% |
| All | +0.6% | +179.1% | -178.4% | -6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling