+5,426.8%
GRMN vs DOC
+637.5%
+4,789.3%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | +4.7% | +6.5% | -1.7% | +2.5% |
| 30D | +3.4% | +9.2% | -5.8% | +0.2% |
| 3M | -5.0% | -2.5% | -2.5% | -4.3% |
| 6M | +18.6% | +7.1% | +11.5% | +15.3% |
| YTD | +42.5% | +33.0% | +9.5% | +27.1% |
| 1Y | +42.3% | +23.3% | +19.0% | +30.3% |
| 3Y | +158.5% | +44.9% | +113.5% | +120.6% |
| 5Y | +123.6% | -21.6% | +145.2% | +135.1% |
| 10Y | +682.5% | +17.4% | +665.1% | +566.6% |
| All | +5,426.8% | +637.5% | +4,789.3% | +3,384.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling