+60.1%
DOCN vs GWW
+224.0%
-164.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +2.1% |
| 7D | +1.1% | +1.4% | -0.3% | +0.2% |
| 30D | -9.6% | +3.3% | -12.9% | -11.7% |
| 3M | -37.7% | +2.9% | -40.6% | -39.8% |
| 6M | +115.2% | +15.8% | +99.4% | +86.8% |
| YTD | +133.7% | +32.0% | +101.7% | +79.3% |
| 1Y | +250.2% | +29.9% | +220.3% | +171.7% |
| 3Y | +320.3% | +91.1% | +229.2% | +133.4% |
| All | +60.1% | +224.0% | -164.0% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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