+8.9%
DOCS vs GPN
-25.7%
+34.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -3.0% |
| 7D | -1.4% | +0.8% | -2.2% | -1.7% |
| 30D | +21.8% | +5.8% | +16.0% | +19.4% |
| 3M | +27.3% | +37.0% | -9.7% | +14.5% |
| 6M | -0.3% | +20.1% | -20.5% | -6.8% |
| YTD | -40.5% | +20.4% | -60.9% | -44.5% |
| 1Y | -61.5% | +7.4% | -69.0% | -63.0% |
| All | +8.9% | -25.7% | +34.6% | +0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling