-23.9%
GPN vs DOCU
-71.0%
+47.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +2.9% |
| 7D | +0.6% | -5.5% | +6.1% | +1.9% |
| 30D | +20.1% | +12.6% | +7.5% | +16.6% |
| 3M | +11.4% | +36.4% | -25.0% | +2.9% |
| 6M | +40.8% | +66.8% | -26.0% | +23.7% |
| YTD | +27.1% | +13.5% | +13.6% | +21.2% |
| 1Y | +29.2% | +11.3% | +17.9% | +23.5% |
| 3Y | -9.4% | +92.1% | -101.4% | -25.2% |
| All | -23.9% | -71.0% | +47.1% | -25.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling