-47.3%
DOCS vs GRMN
+40.7%
-88.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.5% | -0.2% | +4.4% |
| 7D | +1.2% | +6.1% | -4.9% | -0.5% |
| 30D | +21.3% | +1.3% | +20.0% | +20.6% |
| 3M | +58.4% | -5.6% | +63.9% | +60.7% |
| 6M | +39.3% | +22.2% | +17.1% | +32.3% |
| YTD | -21.7% | +44.3% | -66.0% | -33.5% |
| 1Y | -47.3% | +43.1% | -90.4% | -54.3% |
| All | -47.3% | +40.7% | -88.0% | -54.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling