+94.0%
GWW vs DOC
+43.2%
+50.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.3% | -2.5% |
| 7D | +5.8% | +6.2% | -0.4% | +4.5% |
| 30D | +13.8% | +6.5% | +7.3% | +12.3% |
| 3M | +13.2% | -6.2% | +19.4% | +14.5% |
| 6M | +28.4% | +25.6% | +2.8% | +21.8% |
| YTD | +44.7% | +32.1% | +12.6% | +35.3% |
| 1Y | +52.1% | +20.3% | +31.8% | +45.2% |
| All | +94.0% | +43.2% | +50.8% | +82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 3y: compounded portfolio wealth divided by compounded DOC 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…
3y analysis · Full analysis span regression · 6 months rolling