-9.4%
GPN vs DOC
+44.2%
-53.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.9% | +2.3% |
| 7D | +0.6% | +6.5% | -5.9% | -1.4% |
| 30D | +20.1% | +9.2% | +11.0% | +16.8% |
| 3M | +11.4% | -2.5% | +13.9% | +12.1% |
| 6M | +40.8% | +7.1% | +33.7% | +37.7% |
| YTD | +27.1% | +33.0% | -5.9% | +14.8% |
| 1Y | +29.2% | +23.3% | +5.9% | +20.0% |
| 3Y | -9.4% | +44.9% | -54.3% | -21.6% |
| All | -9.4% | +44.2% | -53.5% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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