+92.9%
GWW vs HDB
-6.8%
+99.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | 0.0% | +6.9% | -7.0% | -1.1% |
| 30D | +14.0% | +15.2% | -1.3% | +11.3% |
| 3M | +14.4% | +11.7% | +2.7% | +12.1% |
| 6M | +21.7% | +7.5% | +14.2% | +19.9% |
| YTD | +48.4% | -28.8% | +77.2% | +53.4% |
| 1Y | +58.4% | -29.1% | +87.5% | +63.7% |
| All | +92.9% | -6.8% | +99.7% | +97.6% |
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