+1,335.7%
BP vs GWW
+14,492.5%
-13,156.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | +3.9% | +1.4% | +2.5% | +3.5% |
| 30D | +7.6% | +3.3% | +4.3% | +6.5% |
| 3M | +0.7% | +2.9% | -2.2% | -0.5% |
| 6M | +15.5% | +15.8% | -0.3% | +9.2% |
| YTD | +30.8% | +32.0% | -1.2% | +18.4% |
| 1Y | +34.3% | +29.9% | +4.4% | +21.9% |
| 3Y | +35.1% | +91.1% | -56.0% | +6.3% |
| 5Y | +126.8% | +223.9% | -97.1% | +46.4% |
| 10Y | +123.4% | +567.0% | -443.7% | +9.7% |
| All | +1,335.7% | +14,492.5% | -13,156.8% | +245.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling