+27.2%
GWW vs HDB
-33.5%
+60.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.9% | -6.2% | -0.7% |
| 7D | -3.4% | +0.7% | -4.0% | -3.5% |
| 30D | -1.9% | +1.0% | -2.9% | -2.1% |
| 3M | -2.4% | -2.0% | -0.4% | -2.2% |
| 6M | +15.7% | -18.1% | +33.8% | +19.2% |
| YTD | +27.6% | -36.1% | +63.7% | +34.1% |
| 1Y | +27.2% | -34.0% | +61.2% | +32.4% |
| All | +27.2% | -33.5% | +60.7% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 1y: compounded portfolio wealth divided by compounded HDB 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…
1y analysis · Full analysis span regression · 6 months rolling