+7.0%
GD vs WWD
+25.7%
-18.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | -1.9% | +0.4% | -2.3% | -2.0% |
| 30D | +10.9% | -0.4% | +11.3% | +10.8% |
| 3M | -6.8% | -6.1% | -0.7% | -5.9% |
| 6M | +7.0% | -9.5% | +16.5% | +8.3% |
| YTD | +11.1% | +10.8% | +0.3% | +7.5% |
| 1Y | +7.0% | +23.5% | -16.5% | +2.3% |
| All | +7.0% | +25.7% | -18.7% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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