+72.2%
DOCU vs GPC
+99.6%
-27.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.4% |
| 7D | +6.9% | +1.2% | +5.7% | +6.6% |
| 30D | +19.0% | +6.0% | +13.0% | +17.2% |
| 3M | +34.3% | +42.6% | -8.3% | +22.2% |
| 6M | +48.0% | +22.8% | +25.2% | +39.6% |
| YTD | 0.0% | +15.5% | -15.4% | -5.0% |
| 1Y | -10.3% | +2.0% | -12.3% | -11.8% |
| 3Y | +32.4% | -1.4% | +33.8% | +28.5% |
| 5Y | -77.9% | +30.6% | -108.5% | -79.6% |
| All | +72.2% | +99.6% | -27.4% | +46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling