+95.3%
DOCU vs GRMN
+161.0%
-65.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.7% |
| 7D | -3.2% | +2.3% | -5.5% | -4.0% |
| 30D | +15.7% | +2.6% | +13.1% | +14.5% |
| 3M | +37.3% | -5.0% | +42.2% | +39.3% |
| 6M | +63.1% | +23.1% | +40.1% | +50.7% |
| YTD | +15.4% | +42.9% | -27.5% | -0.1% |
| 1Y | +11.3% | +41.7% | -30.4% | -3.4% |
| All | +95.3% | +161.0% | -65.7% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling