+222.5%
GWW vs DOCU
-69.6%
+292.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.6% | -0.9% |
| 7D | +3.6% | +4.1% | -0.5% | +3.2% |
| 30D | +12.1% | +7.4% | +4.8% | +11.4% |
| 3M | +12.9% | +26.0% | -13.1% | +10.7% |
| 6M | +19.3% | +79.2% | -59.9% | +13.2% |
| YTD | +48.7% | +18.1% | +30.6% | +45.9% |
| 1Y | +60.5% | +20.5% | +40.0% | +57.0% |
| 3Y | +93.3% | +96.4% | -3.1% | +77.2% |
| All | +222.5% | -69.6% | +292.2% | +205.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling