-23.6%
DOC vs GPC
+30.9%
-54.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.1% |
| 7D | -1.5% | +1.2% | -2.7% | -1.8% |
| 30D | -4.8% | +6.0% | -10.7% | -6.4% |
| 3M | +6.9% | +42.6% | -35.7% | -4.2% |
| 6M | +20.7% | +22.8% | -2.0% | +12.8% |
| YTD | +34.1% | +15.5% | +18.7% | +25.8% |
| 1Y | +22.6% | +2.0% | +20.6% | +20.0% |
| 3Y | +20.8% | -1.4% | +22.3% | +16.2% |
| All | -23.6% | +30.9% | -54.6% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded GPC 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling