+16.4%
DOCU vs GNRC
+24.2%
-7.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.7% | -3.5% | +4.0% |
| 7D | -0.4% | +2.5% | -2.9% | -0.1% |
| 30D | +12.9% | -11.2% | +24.1% | +11.5% |
| 3M | +35.1% | -10.1% | +45.2% | +33.9% |
| 6M | +76.2% | -28.5% | +104.7% | +70.8% |
| YTD | +17.2% | +42.3% | -25.1% | +14.5% |
| 1Y | +16.4% | +22.8% | -6.4% | +17.4% |
| All | +16.4% | +24.2% | -7.7% | +17.4% |
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