+39.1%
DOCS vs GNRC
+89.5%
-50.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.7% | -4.3% | +1.7% |
| 7D | -4.2% | +2.5% | -6.7% | -4.5% |
| 30D | +8.6% | -11.2% | +19.8% | +9.7% |
| 3M | +27.2% | -10.1% | +37.4% | +27.8% |
| 6M | +26.5% | -28.5% | +55.0% | +29.4% |
| YTD | -25.0% | +42.3% | -67.2% | -37.3% |
| 1Y | -37.0% | +22.8% | -59.8% | -44.9% |
| All | +39.1% | +89.5% | -50.4% | -13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling