+5,442.9%
GRMN vs DOC
+632.4%
+4,810.5%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | +2.3% | +6.2% | -3.9% | +0.2% |
| 30D | +2.6% | +6.5% | -3.9% | +0.3% |
| 3M | -5.0% | -6.2% | +1.3% | -2.9% |
| 6M | +23.1% | +25.6% | -2.5% | +12.4% |
| YTD | +42.9% | +32.1% | +10.8% | +27.8% |
| 1Y | +41.7% | +20.3% | +21.4% | +30.9% |
| 3Y | +160.7% | +42.7% | +118.0% | +123.7% |
| 5Y | +124.2% | -22.2% | +146.4% | +136.4% |
| 10Y | +684.8% | +16.5% | +668.2% | +570.2% |
| All | +5,442.9% | +632.4% | +4,810.5% | +3,403.5% |
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