+5,253.6%
GWW vs HDB
+4,259.4%
+994.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.0% |
| 7D | +3.6% | +2.7% | +0.8% | +2.9% |
| 30D | +12.1% | +14.1% | -2.0% | +8.5% |
| 3M | +12.9% | +11.8% | +1.1% | +9.6% |
| 6M | +19.3% | +8.2% | +11.1% | +16.4% |
| YTD | +48.7% | -29.3% | +78.0% | +60.4% |
| 1Y | +60.5% | -28.8% | +89.3% | +72.8% |
| 3Y | +93.3% | -7.5% | +100.7% | +92.1% |
| 5Y | +219.0% | -23.1% | +242.0% | +227.2% |
| 10Y | +659.0% | +63.7% | +595.3% | +516.8% |
| All | +5,253.6% | +4,259.4% | +994.2% | +2,087.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling