+532.2%
BE vs GWW
+218.6%
+313.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -4.4% |
| 7D | +10.8% | +3.6% | +7.3% | +8.5% |
| 30D | -19.8% | +12.1% | -31.9% | -25.3% |
| 3M | -18.7% | +12.9% | -31.6% | -25.1% |
| 6M | -33.7% | +19.3% | -53.1% | -41.4% |
| YTD | +121.0% | +48.7% | +72.2% | +67.3% |
| 1Y | +85.4% | +60.5% | +24.9% | +33.0% |
| 3Y | +1,709.5% | +93.3% | +1,616.3% | +1,000.0% |
| All | +532.2% | +218.6% | +313.5% | +145.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling