-4.3%
GPN vs DOCU
+110.9%
-115.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.2% | -4.5% | -2.1% |
| 7D | +4.3% | -0.4% | +4.7% | +4.4% |
| 30D | +22.1% | +12.9% | +9.2% | +18.7% |
| 3M | +17.1% | +35.1% | -18.0% | +9.0% |
| 6M | +46.7% | +76.2% | -29.5% | +28.4% |
| YTD | +30.8% | +17.2% | +13.6% | +24.3% |
| 1Y | +31.5% | +16.4% | +15.1% | +25.0% |
| 3Y | -5.1% | +95.6% | -100.7% | -21.3% |
| 5Y | -18.1% | -68.5% | +50.4% | -12.9% |
| All | -4.3% | +110.9% | -115.2% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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