+360.5%
BE vs GWW
+31.2%
+329.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.9% | +6.5% | +7.0% |
| 7D | +20.0% | +1.4% | +18.6% | +19.4% |
| 30D | +7.9% | +3.3% | +4.6% | +6.6% |
| 3M | -13.2% | +2.9% | -16.1% | -14.6% |
| 6M | +53.5% | +15.8% | +37.7% | +43.0% |
| YTD | +191.0% | +32.0% | +159.0% | +166.1% |
| 1Y | +360.5% | +29.9% | +330.6% | +349.6% |
| All | +360.5% | +31.2% | +329.4% | +349.6% |
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