-61.5%
DOCS vs GNRC
+6.8%
-68.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.4% | -5.1% | -2.5% |
| 7D | -1.4% | +1.9% | -3.4% | -1.2% |
| 30D | +21.8% | -13.8% | +35.6% | +19.8% |
| 3M | +27.3% | -32.6% | +59.9% | +21.5% |
| 6M | -0.3% | -15.2% | +14.8% | -2.8% |
| YTD | -40.5% | +37.4% | -77.9% | -43.4% |
| 1Y | -61.5% | +5.1% | -66.7% | -62.7% |
| All | -61.5% | +6.8% | -68.3% | -62.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling