+12.8%
DOCU vs GRMN
+44.5%
-31.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | -3.4% | +6.3% | -9.7% | -4.8% |
| 30D | +9.3% | +7.6% | +1.7% | +7.2% |
| 3M | +30.2% | -7.5% | +37.7% | +32.8% |
| 6M | +62.1% | +21.2% | +40.9% | +54.2% |
| YTD | +13.5% | +44.0% | -30.5% | -3.2% |
| All | +12.8% | +44.5% | -31.7% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling