+44.6%
C vs GWW
+29.4%
+15.2%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.1% |
| 7D | +2.6% | -0.5% | +3.0% | +2.7% |
| 30D | +1.9% | -1.4% | +3.3% | +2.4% |
| 3M | +2.8% | -3.6% | +6.4% | +3.9% |
| 6M | +30.6% | +15.1% | +15.4% | +21.2% |
| YTD | +19.9% | +27.5% | -7.6% | +6.9% |
| 1Y | +44.6% | +29.6% | +15.0% | +26.4% |
| All | +44.6% | +29.4% | +15.2% | +26.4% |
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