+309.8%
BE vs GWW
+29.1%
+280.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +6.0% | +6.4% |
| 7D | +9.0% | -3.4% | +12.4% | +10.3% |
| 30D | +16.3% | -1.9% | +18.2% | +16.9% |
| 3M | +10.8% | -2.4% | +13.2% | +10.9% |
| 6M | +73.2% | +15.7% | +57.5% | +59.1% |
| YTD | +217.4% | +27.6% | +189.8% | +190.0% |
| 1Y | +309.8% | +27.2% | +282.6% | +298.2% |
| All | +309.8% | +29.1% | +280.7% | +298.2% |
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