+98.6%
DOCU vs GPC
+79.9%
+18.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.6% |
| 7D | -3.2% | +1.7% | -4.9% | -3.6% |
| 30D | +15.7% | -2.3% | +18.0% | +16.2% |
| 3M | +37.3% | -4.5% | +41.8% | +38.6% |
| 6M | +63.1% | +21.6% | +41.6% | +54.2% |
| YTD | +15.4% | +4.0% | +11.3% | +12.3% |
| 1Y | +11.3% | +3.5% | +7.8% | +8.4% |
| 3Y | +92.1% | +2.1% | +89.9% | +84.0% |
| 5Y | -70.5% | +5.5% | -76.0% | -71.7% |
| All | +98.6% | +79.9% | +18.7% | +72.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling