+60.1%
DOCN vs GPN
-38.7%
+98.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +2.4% |
| 7D | +1.1% | +0.8% | +0.3% | +0.6% |
| 30D | -9.6% | +5.8% | -15.4% | -12.5% |
| 3M | -37.7% | +37.0% | -74.7% | -48.7% |
| 6M | +115.2% | +20.1% | +95.1% | +87.8% |
| YTD | +133.7% | +20.4% | +113.3% | +100.8% |
| 1Y | +250.2% | +7.4% | +242.7% | +220.1% |
| 3Y | +320.3% | -26.1% | +346.4% | +374.9% |
| All | +60.1% | -38.7% | +98.8% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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