-20.4%
DOCU vs GNRC
+5.0%
-25.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.5% | -6.4% | -4.7% |
| 7D | +0.7% | +4.8% | -4.2% | +1.2% |
| 30D | +8.0% | -10.4% | +18.4% | +6.9% |
| 3M | +41.0% | -28.5% | +69.5% | +36.8% |
| 6M | +33.7% | -6.8% | +40.4% | +31.7% |
| YTD | -4.9% | +39.5% | -44.3% | -6.5% |
| 1Y | -20.4% | +3.4% | -23.8% | -21.7% |
| All | -20.4% | +5.0% | -25.3% | -21.7% |
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