-7.0%
GPN vs DOCU
+104.2%
-111.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +16.8% |
| 3M | +11.4% | +36.4% | -25.0% | +3.5% |
| 6M | +40.8% | +66.8% | -26.0% | +24.8% |
| YTD | +27.1% | +13.5% | +13.6% | +21.7% |
| 1Y | +29.2% | +11.3% | +17.9% | +24.1% |
| 3Y | -9.4% | +92.1% | -101.4% | -24.4% |
| 5Y | -25.1% | -71.0% | +45.9% | -19.1% |
| All | -7.0% | +104.2% | -111.2% | -43.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling