+89.5%
GWW vs HDB
-30.2%
+119.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.5% |
| 7D | -0.5% | -4.9% | +4.4% | +0.3% |
| 30D | -1.4% | -5.8% | +4.4% | -0.5% |
| 3M | -3.6% | -5.2% | +1.6% | -2.9% |
| 6M | +15.1% | -25.7% | +40.8% | +19.8% |
| YTD | +27.5% | -39.6% | +67.1% | +35.9% |
| 1Y | +29.6% | -36.9% | +66.5% | +37.3% |
| All | +89.5% | -30.2% | +119.7% | +100.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling