+101.7%
DOCU vs GRMN
+494.1%
-392.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +1.4% |
| 7D | +1.6% | -0.1% | +1.6% | +1.6% |
| 30D | +10.8% | +3.5% | +7.3% | +8.4% |
| 3M | +38.0% | -7.3% | +45.3% | +42.7% |
| 6M | +77.4% | +21.8% | +55.6% | +56.8% |
| YTD | +17.2% | +42.8% | -25.6% | -6.8% |
| 1Y | +15.6% | +46.5% | -30.9% | -9.5% |
| 3Y | +95.6% | +158.3% | -62.7% | -0.7% |
| 5Y | -69.7% | +122.6% | -192.3% | -83.9% |
| All | +101.7% | +494.1% | -392.3% | -30.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling