+15,934.9%
GWW vs DOC
+2,934.4%
+13,000.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +3.1% | +3.4% | +5.7% |
| 7D | +11.1% | +8.7% | +2.4% | +8.6% |
| 30D | +15.7% | +7.6% | +8.1% | +13.4% |
| 3M | +14.8% | -5.3% | +20.0% | +16.3% |
| 6M | +30.9% | +27.6% | +3.3% | +21.5% |
| YTD | +48.5% | +32.4% | +16.1% | +36.0% |
| 1Y | +57.1% | +22.9% | +34.2% | +46.8% |
| 3Y | +98.9% | +43.1% | +55.8% | +75.7% |
| 5Y | +226.2% | -21.4% | +247.6% | +237.6% |
| 10Y | +741.3% | +16.8% | +724.5% | +648.4% |
| All | +15,934.9% | +2,934.4% | +13,000.6% | +7,205.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling