+95.3%
DOCU vs GRMN
+492.8%
-397.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.5% |
| 7D | -5.5% | +4.7% | -10.3% | -8.0% |
| 30D | +12.6% | +3.4% | +9.2% | +10.2% |
| 3M | +36.4% | -5.0% | +41.4% | +39.4% |
| 6M | +66.8% | +18.6% | +48.2% | +49.6% |
| YTD | +13.5% | +42.5% | -29.0% | -9.7% |
| 1Y | +11.3% | +42.3% | -31.0% | -11.4% |
| 3Y | +92.1% | +158.5% | -66.4% | -2.6% |
| 5Y | -71.0% | +123.6% | -194.5% | -84.6% |
| All | +95.3% | +492.8% | -397.5% | -32.5% |
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