-76.5%
DOCU vs GRMN
+75.1%
-151.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | +6.9% | -2.9% | +9.8% | +8.7% |
| 30D | +19.0% | -8.4% | +27.4% | +25.3% |
| 3M | +34.3% | +15.0% | +19.3% | +22.5% |
| 6M | +48.0% | +11.2% | +36.8% | +36.0% |
| YTD | 0.0% | +37.7% | -37.7% | -20.5% |
| 1Y | -10.3% | +18.5% | -28.7% | -22.1% |
| 3Y | +32.4% | +175.8% | -143.4% | -51.0% |
| All | -76.5% | +75.1% | -151.7% | -89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling