+55.8%
DOCS vs GRMN
+161.0%
-105.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -4.0% |
| 7D | -1.3% | +2.3% | -3.6% | -2.0% |
| 30D | +19.4% | +2.6% | +16.8% | +18.2% |
| 3M | +53.4% | -5.0% | +58.4% | +55.7% |
| 6M | +28.8% | +23.1% | +5.7% | +20.2% |
| YTD | -25.1% | +42.9% | -68.0% | -34.0% |
| 1Y | -48.1% | +41.7% | -89.8% | -54.2% |
| All | +55.8% | +161.0% | -105.2% | -3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling