+1,227.8%
BE vs GWW
+221.1%
+1,006.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.3% |
| 7D | +23.9% | -0.5% | +24.4% | +24.2% |
| 30D | +27.8% | -1.4% | +29.3% | +28.8% |
| 3M | +3.7% | -3.6% | +7.4% | +5.6% |
| 6M | +78.0% | +15.1% | +62.8% | +59.4% |
| YTD | +209.9% | +27.5% | +182.4% | +159.1% |
| 1Y | +389.6% | +29.6% | +360.0% | +303.9% |
| 3Y | +1,730.6% | +90.1% | +1,640.5% | +995.3% |
| 5Y | +1,227.8% | +222.6% | +1,005.2% | +406.1% |
| All | +1,227.8% | +221.1% | +1,006.7% | +406.1% |
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