-62.2%
ZTS vs GRMN
+77.9%
-140.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.8% |
| 7D | -4.8% | +0.2% | -5.0% | -4.8% |
| 30D | +1.2% | -11.3% | +12.6% | +4.8% |
| 3M | -6.0% | +17.7% | -23.7% | -11.4% |
| 6M | -38.7% | +14.2% | -52.9% | -41.8% |
| YTD | -40.6% | +37.0% | -77.6% | -46.9% |
| 1Y | -50.6% | +17.0% | -67.6% | -53.7% |
| 3Y | -58.7% | +183.2% | -241.9% | -74.2% |
| All | -62.2% | +77.9% | -140.2% | -73.0% |
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