-47.3%
DOCS vs GPN
+20.6%
-68.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.3% | +7.0% |
| 7D | +1.2% | +15.0% | -13.8% | -4.2% |
| 30D | +21.3% | +16.9% | +4.4% | +14.0% |
| 3M | +58.4% | +9.2% | +49.2% | +52.6% |
| 6M | +39.3% | +34.7% | +4.6% | +22.5% |
| YTD | -21.7% | +25.4% | -47.1% | -27.6% |
| 1Y | -47.3% | +21.7% | -69.1% | -50.1% |
| All | -47.3% | +20.6% | -68.0% | -50.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling