-47.3%
DOCS vs GNRC
+17.5%
-64.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -9.5% | +15.9% | +5.2% |
| 7D | +1.2% | -6.0% | +7.2% | +0.5% |
| 30D | +21.3% | -12.0% | +33.3% | +19.6% |
| 3M | +58.4% | -13.4% | +71.8% | +55.3% |
| 6M | +39.3% | -26.4% | +65.6% | +32.9% |
| YTD | -21.7% | +38.8% | -60.5% | -26.9% |
| 1Y | -47.3% | +20.9% | -68.2% | -49.1% |
| All | -47.3% | +17.5% | -64.9% | -49.1% |
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