+95.3%
DOCU vs GPC
+2.3%
+93.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.7% |
| 7D | -3.2% | +1.7% | -4.9% | -3.5% |
| 30D | +15.7% | -2.3% | +18.0% | +16.0% |
| 3M | +37.3% | -4.5% | +41.8% | +38.3% |
| 6M | +63.1% | +21.6% | +41.6% | +56.9% |
| YTD | +15.4% | +4.0% | +11.3% | +12.9% |
| 1Y | +11.3% | +3.5% | +7.8% | +8.9% |
| All | +95.3% | +2.3% | +93.0% | +77.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling