+212.9%
GWW vs DOCU
-71.8%
+284.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +12.9% |
| 3M | +12.5% | +36.4% | -23.8% | +9.6% |
| 6M | +23.6% | +66.8% | -43.2% | +18.0% |
| YTD | +43.6% | +13.5% | +30.2% | +41.3% |
| 1Y | +52.5% | +11.3% | +41.2% | +50.2% |
| 3Y | +92.6% | +92.1% | +0.5% | +76.8% |
| All | +212.9% | -71.8% | +284.7% | +198.0% |
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