+164.6%
DOCN vs GRMN
+143.7%
+20.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | +1.1% | -2.9% | +4.0% | +3.2% |
| 30D | -9.6% | -8.4% | -1.2% | -3.7% |
| 3M | -37.7% | +15.0% | -52.7% | -44.9% |
| 6M | +115.2% | +11.2% | +104.0% | +92.5% |
| YTD | +133.7% | +37.7% | +96.0% | +74.9% |
| 1Y | +250.2% | +18.5% | +231.7% | +193.2% |
| 3Y | +320.3% | +175.8% | +144.5% | +40.5% |
| 5Y | +53.1% | +75.1% | -22.0% | -34.0% |
| All | +164.6% | +143.7% | +20.9% | +5.2% |
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