+467.5%
GWW vs DOCU
+104.2%
+363.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +0.9% | -0.6% |
| 7D | +6.0% | -5.5% | +11.5% | +6.5% |
| 30D | +14.0% | +12.6% | +1.4% | +12.8% |
| 3M | +12.5% | +36.4% | -23.8% | +9.2% |
| 6M | +23.6% | +66.8% | -43.2% | +17.4% |
| YTD | +43.6% | +13.5% | +30.2% | +40.8% |
| 1Y | +52.5% | +11.3% | +41.2% | +49.7% |
| 3Y | +92.6% | +92.1% | +0.5% | +75.7% |
| 5Y | +219.0% | -71.0% | +290.0% | +228.9% |
| All | +467.5% | +104.2% | +363.2% | +348.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling