+159.2%
GRMN vs DOC
+43.2%
+116.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | +2.3% | +6.2% | -3.9% | +0.4% |
| 30D | +2.6% | +6.5% | -3.9% | +0.6% |
| 3M | -5.0% | -6.2% | +1.3% | -3.2% |
| 6M | +23.1% | +25.6% | -2.5% | +12.9% |
| YTD | +42.9% | +32.1% | +10.8% | +28.1% |
| 1Y | +41.7% | +20.3% | +21.4% | +31.4% |
| All | +159.2% | +43.2% | +116.1% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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