+421.7%
GWW vs DOCU
+80.0%
+341.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | +0.6% |
| 7D | +1.4% | +6.9% | -5.5% | +0.8% |
| 30D | +3.3% | +19.0% | -15.7% | +1.6% |
| 3M | +2.9% | +34.3% | -31.4% | -0.1% |
| 6M | +15.8% | +48.0% | -32.2% | +11.0% |
| YTD | +32.0% | 0.0% | +32.0% | +31.0% |
| 1Y | +29.9% | -10.3% | +40.2% | +30.0% |
| 3Y | +91.1% | +32.4% | +58.7% | +80.6% |
| 5Y | +223.9% | -77.9% | +301.9% | +243.0% |
| All | +421.7% | +80.0% | +341.7% | +317.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling