-27.5%
DOCN vs GNRC
-57.0%
+29.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.1% | -3.6% |
| 7D | +19.1% | +7.9% | +11.2% | +14.6% |
| 30D | -21.0% | -3.7% | -17.3% | -18.7% |
| 3M | -34.7% | -11.9% | -22.8% | -30.1% |
| 6M | -45.8% | -28.6% | -17.2% | -36.8% |
| YTD | +79.4% | +39.9% | +39.5% | +41.0% |
| 1Y | +91.0% | +23.4% | +67.6% | +59.6% |
| 3Y | +237.5% | +84.2% | +153.2% | +112.3% |
| All | -27.5% | -57.0% | +29.6% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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