+57.4%
AA vs GWW
+29.7%
+27.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -4.7% |
| 7D | -5.4% | -3.1% | -2.2% | -4.9% |
| 30D | -10.7% | -2.3% | -8.3% | -10.5% |
| 3M | -26.2% | -3.3% | -22.9% | -26.0% |
| 6M | -20.9% | +15.4% | -36.3% | -26.2% |
| YTD | -8.6% | +26.7% | -35.4% | -18.9% |
| 1Y | +57.4% | +29.0% | +28.4% | +41.0% |
| All | +57.4% | +29.7% | +27.7% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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