-58.7%
ZTS vs GRMN
+119.5%
-178.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.4% |
| 7D | +5.6% | -0.9% | +6.5% | +5.8% |
| 30D | +12.1% | +1.2% | +10.9% | +11.7% |
| 3M | +11.3% | -8.9% | +20.2% | +14.2% |
| 6M | +14.3% | +23.0% | -8.7% | +6.1% |
| YTD | -31.9% | +41.2% | -73.1% | -39.7% |
| 1Y | -29.3% | +47.5% | -76.8% | -38.3% |
| 3Y | -48.0% | +155.8% | -203.8% | -66.1% |
| All | -58.7% | +119.5% | -178.3% | -73.1% |
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