-76.5%
DOCU vs GPC
+30.9%
-107.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.6% |
| 7D | +6.9% | +0.4% | +6.5% | +6.7% |
| 30D | +19.0% | +5.1% | +13.8% | +16.6% |
| 3M | +34.3% | +41.5% | -7.2% | +16.2% |
| 6M | +48.0% | +21.8% | +26.2% | +35.7% |
| YTD | 0.0% | +14.6% | -14.5% | -7.8% |
| 1Y | -10.3% | +1.3% | -11.5% | -12.2% |
| 3Y | +32.4% | -1.4% | +33.8% | +26.0% |
| All | -76.5% | +30.9% | -107.4% | -83.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling