+202.6%
ZTS vs GRMN
+1,038.6%
-836.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +1.3% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | +12.4% | +3.5% | +8.9% | +11.2% |
| 3M | +13.6% | -7.3% | +20.9% | +16.1% |
| 6M | +9.3% | +21.8% | -12.5% | +1.4% |
| YTD | -32.6% | +42.8% | -75.4% | -41.0% |
| 1Y | -30.0% | +46.5% | -76.5% | -39.3% |
| 3Y | -48.7% | +158.3% | -207.0% | -65.2% |
| 5Y | -59.3% | +122.6% | -181.9% | -71.5% |
| 10Y | +79.8% | +638.0% | -558.2% | -10.6% |
| All | +202.6% | +1,038.6% | -836.0% | +42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling