+29.4%
B vs GWW
+55.5%
-26.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.5% | +1.8% | +7.0% |
| 7D | +1.1% | +11.1% | -10.0% | -0.7% |
| 30D | +0.3% | +15.7% | -15.4% | -2.1% |
| 3M | +5.4% | +14.8% | -9.3% | +3.0% |
| 6M | +5.5% | +30.9% | -25.4% | -3.7% |
| YTD | -6.3% | +48.5% | -54.8% | -14.9% |
| 1Y | +29.4% | +57.1% | -27.7% | +21.4% |
| All | +29.4% | +55.5% | -26.1% | +21.4% |
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