-34.9%
DOCS vs GWW
+60.2%
-95.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.1% | 0.0% |
| 7D | +0.1% | +3.7% | -3.6% | +0.4% |
| 30D | +8.7% | +13.6% | -4.9% | +10.6% |
| 3M | +32.9% | +15.4% | +17.5% | +35.5% |
| 6M | +25.5% | +21.8% | +3.7% | +30.3% |
| YTD | -25.0% | +50.0% | -75.1% | -21.9% |
| 1Y | -34.9% | +60.2% | -95.1% | -34.4% |
| All | -34.9% | +60.2% | -95.1% | -34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling